Industries

Investment

We provide tailored investment software solutions that address what matters most to you: scalability and compliance for enterprises, innovation and growth for fintech startups, and simplicity with results for individual investors.

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Trusted Investment Solutions Tailored

1

Portfolio management systems

We provide smart solutions for investors and financial institutions to manage portfolios efficiently, with real-time tracking, analytics, and tools for better decision-making and risk reduction.

  • Real-time portfolio tracking and analysis
  • Custom dashboards with key metrics and insights
  • Asset allocation adjustments and risk management
  • Integration with third-party tools and automated reporting
  • Mobile and cloud access for seamless management

2

Trading platforms

Our trading platforms make executing and managing trades effortless. With cutting-edge technology, we ensure every trade is fast, precise, and scalable to meet the demands of today’s fast-moving markets.

  • Real-time trading for instant market access and execution.
  • Algorithmic trading to automate and optimize strategies.
  • Advanced market data and analytics

3

Risk management tools

Managing risks doesn’t have to be complicated. Our tools help businesses identify potential risks, prepare for different scenarios, and keep investments stable, even in unpredictable markets.
  • Assess market risks to identify vulnerabilities.
  • Conduct scenario analysis for better preparedness.
  • Ensure investment stability with proactive tools.

4

Investment analytics software

Stay ahead of the game with our analytics software. Using AI and advanced data tools, we provide insights that help you spot trends, make better decisions, and optimize your performance.

  • Leverage AI to analyze trends and opportunities
  • Use predictive analytics for accurate forecasting.

5

Compliance and regulatory solutions

Compliance can be challenging, but we make it simple. Our solutions streamline the process, reduce paperwork, and ensure your business stays on the right side of regulations with ease.

  • Automate reporting to save time and reduce errors.
  • Ensure compliance with evolving regulatory standards.

6

Custom investment dashboards

Visualize your investments like never before. We design custom dashboards that bring your portfolio’s performance to life, making it easier to track progress and make confident decisions.

  • Track performance with personalized dashboards.
  • Visualize key metrics for informed decision-making.

7

Client advisory platforms

Our advisory platforms are built to help financial professionals deliver personalized services to their clients. With tools that simplify planning and streamline workflows, we help you build stronger client relationships.

  • Provide tailored recommendations for client success.
  • Utilize planning tools to meet individual goals.

8

Integration APIs

Our integration solutions ensure your tools work seamlessly together, from stock exchanges to financial data providers, so everything runs smoothly.

  • Integrate with stock exchanges and financial data providers.
  • Ensure smooth workflows with third-party platforms.

9

Automated reporting systems

Save time and eliminate stress with our automated reporting tools. They make generating accurate and detailed reports a breeze, giving you more time to focus on what matters.

  • Generate detailed reports with minimal manual effort.
  • Streamline compliance with automated solutions.

10

Mobile and cloud solutions

Our mobile and cloud solutions give you the freedom to manage investments anytime, anywhere. With secure and scalable tools, you can stay in control no matter where you are.

  • Ensure secure and scalable operations on all devices.
  • Empower users with user-friendly mobile experiences.

Who We Serve

We proudly cater to a diverse range of clients across the investment landscape, offering tailored solutions to meet their specific needs.

Investment firms

Wealth management companies

Hedge funds

Fintech startups

Banks and financial institutions

Individual investors

Certifications

Key Challenges We Solve

From managing complex portfolios to staying ahead of market trends, the challenges can quickly pile up. That’s where we come in. We’re here to make things simpler, faster, and more efficient.

  • Complex portfolio management
  • Manual and inefficient trading processes
  • Risk assessment and mitigation

  • Regulatory compliance
  • Data overload

  • Disconnected systems
  • Client expectations

Why Choose Us for Investment Software Development

We build smart, user-friendly investment software that helps you manage portfolios, streamline trading, and make better decisions, all while saving you time and effort.

Industry specific expertise

We know the ins and outs of the investment world and specialize in tools for portfolio management, trading, risk management, and compliance.

Client centered approach

Every solution is tailored to align with your specific business goals, ensuring maximum impact and relevance.

Next-gen technologies

We use cutting-edge technology to give you the edge

  • AI analytics to predict trends and improve decisions.
  • Blockchain for secure and transparent transactions.
  • Cloud-based solutions for easy scalability and access anywhere.

Flexible engagement models

You choose how we work together - whether it’s a fixed price, pay-as-you-go, or a dedicated team, we adapt to your preferences.

Regulatory compliance

Our software keeps you in line with regulations like MiFID II, GDPR, and standards, so you don’t have to stress about compliance.

Broad technology expertise

With a strong background in AI, blockchain, and cloud technology, we deliver reliable, future-proof solutions you can trust.

Engagement Models We Offer

We know every investment business is unique, with its own challenges and goals. That’s why we provide flexible engagement models designed to keep things transparent, adaptable, and focused on delivering the best results for your projects.

Fixed price model

 

The perfect fit for investment projects with clearly defined goals, deliverables, and outcomes.
Best for:
  • Developing portfolio management systems, trading platforms, or reporting tools with a clear scope.
  • Projects require strict compliance with regulations and tight timelines.
Key Benefits:
  • Budget certainty: Fixed pricing keeps costs predictable, making it easier to plan.
  • On-time delivery: Well-defined milestones and timelines ensure everything stays on track.

Time and material model

 

A flexible option for projects with changing requirements or iterative development needs.
Best for:
  • Agile development of risk management tools, AI-driven analytics, or integration projects.
  • Solutions that need continuous updates, feature expansions, or real-time improvements.
  • Key Benefits:
    • Adaptability: Easily accommodates changes as your business evolves.
    • Cost transparency: Pay for actual work done, ideal for dynamic projects with shifting scopes.

Offshore development center (ODC) model

 

An ideal setup for large-scale investment projects that require global talent and continuous development.
Best for:
  • Building comprehensive platforms like end-to-end trading systems or advanced analytics solutions.
  • Long-term projects need dedicated expertise in investment software.
Key Benefits:
  • Dedicated team: Gain access to a skilled offshore team specializing in investment software.
  • Cost efficiency: Save on operational expenses without compromising quality.
  • Faster delivery: Around-the-clock development speeds up delivery times, keeping you ahead of the curve.

Hybrid model

 

A customizable approach that combines different engagement models to meet unique project requirements. Best for:
  • Businesses with diverse ecommerce needs that span multiple engagement models.
  • Projects require a balance of cost, flexibility, and expertise.
  Key Benefits:
  • Combines strengths of fixed price, time and material, and ODC models.
  • Maximum adaptability to tackle specific challenges and objectives.

ACTION

Build your future-ready investment solution

At StepMedia, we create innovative investment solutions that simplify portfolio management, enhance investor insights, and ensure secure financial transactions. Leveraging our expertise and advanced technology, we help investment firms turn challenges into opportunities for sustainable growth and success.

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