Powerful, data‑driven platforms for portfolio management, trading, risk analytics, and wealth advisory.
We build institutional‑grade investment software that helps asset managers, wealth advisors, and family offices make smarter decisions, reduce risk, and scale operations.
Real‑time position tracking, performance attribution, rebalancing, and what‑if scenario analysis across asset classes.
Low‑latency order management, smart order routing, and connectivity to exchanges and liquidity providers.
VaR, stress testing, exposure limits, and regulatory reporting (MiFID, Basel, SEC).
Automated portfolio construction, risk profiling, goal‑based planning, and rebalancing for retail investors.
Fundamental and quantitative screening, backtesting, factor models, and alternative data integration.
Automated client statements, performance reports, fee calculations, and secure investor portals.
Define investment workflows, data sources, and compliance needs.
Design data ingestion from brokers, custodians, and market data providers.
Iterative builds with continuous testing and stakeholder demos.
Cloud or on‑premise deployment with ongoing maintenance.
"Webmark built our multi‑asset portfolio management system from scratch. It handles $5B+ AUM, integrates with 15+ brokers, and reduced our reporting time by 80%."
Built a real‑time risk analytics engine (VaR, stress tests, factor exposure) that reduced margin requirements by 15%.
Read case study →Launched a white‑labeled digital advisor that grew AUM by $200M in first year with automated rebalancing.
Read case study →Automated tax‑aware rebalancing for a large RIA, saving 50+ hours per week and improving tax efficiency.
Read case study →Let's discuss how we can help you gain a competitive edge with custom investment software.
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