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Fund Management Software Development Services

Transform the way you manage funds with custom fund management software development for the modern capital markets. We develop cloud-based platforms that are built with blockchain-enabled transparency, and empower investors with our cutting-edge FinTech solutions customized for the needs of hedge funds, private equity, and mutual funds.

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Fund Management Software Development Services
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Custom Fund Management Software Development Services

Our custom fund management software development services are designed to provide intelligent solutions for smarter decision-making, compliance, and to solidify investor confidence. Improve decision-making with end-to-end fund management software development solutions made for industry-specific use cases.

Our solutions cover everything from fund accounting, trade management, and order and execution management systems (OMS/EMS) to risk management. With expertise in regulatory reporting, compliance management, and data reconciliation, we ensure transparency and accuracy across touchpoints. We also integrate CRM for fund managers, performance attribution, valuation services, and investor relations tools for a complete digital ecosystem.

Scale effortlessly with advanced cloud-based platforms, SaaS fund management solutions, and API and ESG integrations.

Hire our Experts

Improve portfolio performance through data-driven investment decision-making realized through our custom software development services and FinTech solutions, tailored for capital markets and institutional investors. We develop systems that integrate directly with the Bloomberg Terminal API, enabling portfolio analytics, risk management, and compliance management, and aid asset managers in making informed decisions.

We utilize eFront to develop platforms for investment vehicles like private equity and venture capital to simplify deal management, reduce operational bottlenecks, and ease the process of fund accounting, valuation services, investor relations, and regulatory reporting, like AIFMD, FATCA.

We develop software using advanced financial technology for hedge funds, featuring trade management, order management systems, execution management systems, and performance attribution tools. We use the FIX Protocol to ensure high-speed trade execution and connectivity with multiple brokers and trading venues.

Our clients have benefitted from comprehensive systems that provide a single, integrated view of all investments. These systems with SimCorp Dimension integration, developed by our team, provide accurate fund accounting, support multiple investment vehicles like mutual funds, private equity, hedge funds, etc. We also build modules for fund accounting, portfolio analytics, data reconciliation, and compliance management.

Our developers facilitate end-to-end digital transformation in finance and enhance fund performance tracking for capital markets investments through advanced investment portfolio management software development and investment fund administration solutions. We also specialize in incorporating regulatory reporting like AIFMD, UCITS, FATCA, CRS, and CRM for fund managers and ESG integration.

Our custom FinTech solutions deliver personalized investment strategies at scale for financial advisors and high-net-worth individuals. The wealth management software developed by us features risk management, API integration for financial data, and cloud computing for easy scaling whenever needed, and our systems integrate Salesforce Financial Services Cloud to manage client relationships and enhance advisor productivity.

Capital markets professionals can partner with us to optimize order execution and portfolio adjustments using high-end platforms built by us that have an advanced order management system, execution management system, valuation services, and investor relations tracking.

Case Study

Client Testimonials

Indusface
5-Star

Zane, Co-Founder & CEO, Atlas

Tuvoc Technologies delivered on time and was responsive. Their commitment to delivering high- quality solutions and forging long-term relationships with customers was amazing. After platform launch, a 40% increase in user engagement, and a 25% rise in customer satisfaction.

VKJ
4.5-Star

Eugeny, CEO & Co-founder, EvoShare

Tuvoc Technologies delivered a secure and highly efficient web platform for financial management, boosting user participation by 40% and reducing transaction times by 50%. The team used Agile methodologies, was highly responsive, and quickly adapted to changes. The team's expertise stood out.

Atlas
4.8

Hiren Kotak, Owner - VKJ

Thank you, team, for your service. You did a fantastic job. I worked with many teams for software development, but you guys gave me a really overwhelming experience. You guys really gave us experience like family and friends more than any professional relationship. Thank you so much again. Keep it up.

Evoshare
5-Star

Vivekanand Gopalan, VP of Products at Indusface

We have worked with Tuvoc for several years, and they have consistently delivered high-quality work on time. Their diligence, attention to detail, and proactive communication have made them a reliable partner to develop and maintain the performance of our product.

Equiti-Group
4.5-Star

Faris H, Sales head, Equiti Group

Thanks to Tuvoc Technologies’ work, the client saw a 40% increase in online transactions, a 25% increase in customer retention, and a 30% reduction in transaction processing time. The team was responsive, attentive, and customer oriented. They maintained clear and consistent communication.

Losing returns due to fragmented fund operations?

Unlock faster decisions, sharper performance with our end-to-end fund management software solutions.

Contact our team today
From enterprise platforms to mobile apps, Tuvoc’s Python experts deliver scalable solutions tailored for US-based businesses.

Custom Fund Management Modules We Develop

Custom Portfolio Analytics Engines

Inventory Automation

We develop custom portfolio analytics engines for in-depth performance tracking, benchmarking, alpha and beta analysis, drawdown monitoring, and Sharpe ratio calculations. By combining interactive dashboards, drill-down reporting, and mobile-friendly access, our portfolio analytics solutions give decision-makers a data-driven advantage in executing investment strategies.

Fund Accounting Systems

Supply Chain Visibility

Our custom fund accounting systems are built to automate complex NAV calculations, portfolio valuations, reconciliation processes, and performance fee computations. We integrate multi-currency accounting, automated journal entries, accruals, amortization, corporate action processing, and investor allocations into a single, user-friendly interface.

Order & Trade Management Solutions

Proactive Decision Making

Achieve complete control over trade lifecycles across capital markets with our solutions that support equities, fixed income, derivatives, and alternative asset classes, integrating trade management with compliance checks, allocation rules, and automated workflows. We embed risk management modules for pre- and post-trade compliance, ensuring adherence to investment mandates.

Regulatory Compliance Modules

Ease of Collaboration

Automate complex reporting requirements across global jurisdictions with our modules that cover AIFMD, UCITS, FATCA, CRS, and other relevant to capital markets and various investment vehicles. Our regulatory compliance software for funds tracks regulatory obligations, flags exceptions, and generates audit trails, while the risk management tools monitor portfolio exposures against regulatory limits, ensuring no breaches occur.

Investor Relationship Management Systems

Better Customer Service

Centralize contact management, capital call tracking, and investor document distribution with investor management systems. These systems feature secure investor portals, performance reporting dashboards, and automated distribution notices. By embedding these systems into fund operations, we deliver digital transformation in finance, helping managers build stronger investor trust and commitments.

Risk & ESG Analysis Tools

Improved Efficiency

Our risk management and ESG integration tools empower fund managers to identify, assess, and mitigate potential threats while aligning with sustainability goals. These systems perform real-time stress testing, scenario modeling, and exposure analysis across capital markets. Our ESG integration modules score investments on Environmental, Social, and Governance factors, meeting both investor demands and regulatory requirements.

Custom Integration Capabilities

Unify your fund operations with custom API integrations, OMS/EMS connectivity, and seamless links to market data, ERP, and CRM systems.

Core Banking System Integration

Our fund management software integrates effortlessly with leading core banking systems and allows real-time synchronization so that teams can view and manage fund positions with the same precision as the bank’s backend. With our solutions, you can achieve a smooth flow of client accounts, transaction histories, and balance updates.

Market Data Feeds and APIs

Achieve direct integration to live market data feeds and financial APIs from providers like Bloomberg, Refinitiv, and Morningstar. Get accurate NAV calculations, risk analysis, and performance tracking without delays with our integration capabilities.

Investor Relationship Tools

We help improve client engagement by connecting platforms with CRM systems and investor relationship management tools such as Salesforce, HubSpot, or Microsoft Dynamics. We enable integration to centralize investor profiles, communication history, and onboarding workflows, so that no client request is ignored.

Accounting and ERP Systems

Link your fund management platform directly to accounting and ERP software like SAP, Oracle NetSuite, QuickBooks, Xero,etc. We help you eliminate redundant data entry, speed up reconciliations with unified financial data through smooth integration with accounting and ERP systems.

Regulatory Compliance Platforms

We facilitate compliance by integrating with regulatory and compliance management platforms for KYC, AML, FATCA, SEC filings, and other jurisdictional requirements, helping reduce the risk of human error, keeping you audit-ready, without extra administrative burden.

Payment Gateways Networks

Accelerate investor contributions, redemptions, and dividend payouts by integrating with payment gateways and settlement networks such as SWIFT, ACH, and SEPA. By automating payment flows and linking them directly to fund accounting, we help improve liquidity management.

Our Expertise

Behind every project is a business challenge solved and measurable results delivered. Explore how our supply chain custom software solutions have transformed operations and created competitive advantages for our clients.

10x

Increase in productivity

300%

Return on investment

20+

Countries Served

100+

5-star reviews

Compliant Investment Management Software Solutions

AIFMD

We ensure full compliance with the Alternative Investment Fund Managers Directive, covering reporting, risk, and governance requirements.

UCITS

Our solutions align with UCITS standards, enabling safe, transparent, and cross-border fund distribution.

FATCA

We automate FATCA reporting and compliance, helping you meet U.S. tax obligations without operational stress.

CRS

Our systems support CRS compliance, simplifying global tax reporting under OECD guidelines.

MiFID

We integrate MiFID requirements into your workflows, ensuring investor protection, trade transparency, and market integrity.

SOC2

Our platforms are built with SOC 2 controls, guaranteeing secure data management and audit readiness.

Next-Gen Technologies Driving Our Fund Management Software Development

Stay ahead of the curve with advanced technologies that redefine how fund management software is built. We integrate the latest innovations into every solution, helping fund managers unlock efficiency and security.

AI/ML in Fund Management

Array

We build fund management systems that are powered by AI/ML for automating decision-making, fraud detection, and portfolio optimization. Our AI-driven development ensures smarter fund operations for the benefit of all stakeholders.

Blockchain for Funds

Array

Our blockchain solutions for fund management facilitate utmost transparency, immutable record-keeping, and faster settlements. With smart contracts, you can eliminate middlemen, cut costs, and build trust with security.

API-First Architecture

Array

We build systems with API-first architecture, allowing fund managers to integrate third-party financial data sources, CRMs, and trading platforms, thus enabling a high level of data interoperability without operational silos.

ESG Integration

Array

Our development approach incorporates Environmental, Social, Governance metrics into fund management systems, enabling sustainable investment strategies. By integrating ESG scoring and reporting modules, we help funds align with modern investor expectations.

Cybersecurity-First Architecture

Array

To mitigate the rising cyber threats, we embed multi-layer cybersecurity protocols during the development lifecycle. From encryption to secure APIs, our solutions protect sensitive fund data, making regulatory compliance a byproduct.

Cloud-Native SaaS Platforms

Array

We deploy cloud-based fund management platforms for scalability, data security, and remote accessibility. This cloud-first development enables fund managers to integrate global operations and reduce IT overheads.

Fund Types We Serve

Empowering hedge funds, venture capital, private equity, and more, with platforms that address unique needs.

Requirement Gathering or Discovery & Planning process icon

Hedge Funds

Our custom hedge fund management software comes with advanced trade management and risk management, where OMS/EMS systems are integrated with the aim of helping hedge fund managers optimize returns while minimizing compliance risk.

Designing

Private Equity

Our private equity fund management software simplifies deal tracking, capital calls, carried interest calculations, and fund accounting. Strengthen LP communications while scaling across asset classes with built-in data reconciliation and compliance management.

Development and Testing

Wealth Managers

For wealth managers, we build portfolio management platforms with CRM for fund managers, valuation services, investor reporting tools, and cloud-based dashboards. Experience a frictionless wealth management experience powered by our solutions.

Deployment and Support

PE/VC

We create VC fund management software that supports deal pipeline tracking, portfolio company performance monitoring, compliance reporting, and LP transparency tools. We help VC firms manage multiple rounds of funding, with AI-powered analytics, and blockchain-backed investor reporting.

Why Global Enterprises Choose Tuvoc

Stay ahead of the competition by partnering with Tuvoc(—) industry leaders in advanced fund management software development.

Deep Domain Expertise

We deeply understand capital markets, fund accounting, and regulatory reporting. This is why the software developed by us is built with precision for fund-specific workflows rather than generic finance tools.

Custom-Tailored Solutions

Our core strength lies in building software that aligns exactly with your complex fund structures. When you partner with us, you get solutions with unique workflows, bespoke modules, and full ownership of features.

Long-Term Flexibility

Our tech stack (microservices, cloud-native platforms) grows with your AUM, adds new asset types, and handles high-frequency aggregation, ensuring future expansion isn’t restricted.

Integration + Interoperability

Our expertise lies in smooth integration with your existing CRMs, accounting systems, trading platforms, and data feeds. All our solutions are made to reduce disruptions and ensure consistent workflows across your tech ecosystem.

Security & Compliance by Design

Our custom-built platforms’ security is top-notch and is powered by encryption protocols, role-based access, audit trails, and regulatory readiness, all built in to meet strict finance sector standards.

Solutions for Better ROI

Our clients have benefitted from fewer licensing subscriptions, tailored feature sets, reduced manual processes, zero hidden costs, and better ROI that comes when availing our financial software development services for funds.

Is your current fund management software slowing you down?

Contact Us Now
CTA-2

Heart-To-Heart With The Leader

At Tuvoc, we believe fund management is evolving beyond just handling numbers. It is about building trust, ensuring transparency, and enabling faster, smarter decisions. Our mission is to empower hedge funds, private equity firms, and mutual funds with cloud-native, secure, and compliance-ready platforms that simplify complexity and maximize performance. Leading this vision is Kishan Lashkari, our Operations Manager, a fintech expert with more than 15 years of proven experience in transforming financial operations through technology. His deep domain expertise and leadership ensure that every solution we deliver drives measurable value and long-term growth for our clients.

Operations Manager

-Kishan Lashkari

Kishan CTA

Key Benefits of Our Custom Fund Management Software Development

Transform your fund operations with custom-built, compliance-ready, and scalable platforms and solutions that accelerate efficiency, trust, and growth.

Use Case Specific Solutions

We develop custom fund accounting software that is built to manage mutual funds, hedge funds, private equity, or venture capital, so that fund operations become cleaner and faster. This is achieved through automation of routine tasks like NAV calculations, reconciliation, investor onboarding, and reporting.

Ease of Integration

We build custom solutions that integrate effortlessly with your existing stack. From API integrations, OMS/EMS connectivity, CRM, to data reconciliation tools, we facilitate the creation of a connected ecosystem where fund accounting, trading, and investor relations work in sync.

Built-in Compliance

Developing custom fund management software allows ingrained compliance, where solutions are designed to meet global standards. From AIFMD and UCITS in Europe to FATCA and CRS for tax reporting, we embed compliance management into the architecture, so you reduce risk and stay audit-ready.

Future-Ready Scalability

Built with cloud-based fund management platform development and SaaS fund management solutions, our systems scale as your assets and investor base expand. Gain flexibility, coupled with speed, to support your long-term digital transformation in the finance journey.

Raised Investor Confidence

Deliver timely, accurate investor statements and performance reports via our secure portals. Provide full visibility into valuation and cash flows, foster investor trust, and strengthen relationships.

Cost-Effective Development

With our outsourcing fund management software development model, you reduce the cost of developing software while getting access to deep expertise in FinTech solutions. This allows you to innovate faster and deploy solutions.

FAQs

Fund management software development is the process of using advanced technologies and custom-built digital solutions to automate multiple aspects of fund management. It is used to develop software that automates portfolio tracking, investor reporting, compliance checks, and trade execution. These are used by businesses involved in hedge funds, private equity, wealth management, or VC/PE operations to eliminate challenges like manual errors, non-transparency, and slow decisions through the use of technology and expertise in software development for intelligent automation, visibility through centralized dashboards, and integration with financial data sources.

The problem with off-the-shelf platforms is that they provide minimal or no flexibility. When this happens, the user is forced to adapt their process to the tool. However, custom fund management software is built around workflows. They bring multi-faceted advantages like smooth integration with existing systems, scale with AUM growth, and compliance with global financial regulations. Additionally, it comes with full ownership and long-term cost savings.

At Tuvoc, we take care of enterprise-grade security with encryption, secure APIs, role-based access, and multi-factor authentication. This solidifies security across touchpoints. Our development methodology complies with international standards such as SEC, FINRA, GDPR, and AML/CFT guidelines, and offers full protection of investor and portfolio data.

Absolutely. Our fund management solutions are designed with integration capabilities for accounting software, CRMs, trading platforms, market data providers, and payment gateways, to eliminate data silos.

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