Wealth managers today are caught between rising client expectations and the limitations of aging technology. Hexaview Technologies builds personal wealth management software and wealth management planning software that closes that gap, giving advisors clean data, automated workflows, and a governed platform they can trust to perform in regulated environments.
Wealth management software is purpose-built technology that automates portfolio management, compliance reporting, and client engagement for financial advisors and firms. Hexaview Technologies delivers software for wealth managers that combines 16+ years of experience, 100+ custodial integrations, and governance built for regulated industries, backed by zero audit failures after AI integration.
.png)
Delivering 16+ years of excellence
Before a firm can choose the right software for wealth managers, it needs to honestly assess what is slowing it down. Over the years, we've seen the same pain points emerge at firms of every size.
Five interconnected capabilities take your wealth management platform from initial data architecture through ongoing compliance and scale.
We build AI-driven portfolio rebalancing engines that automate realignment against client investment objectives, risk tolerance thresholds, and market conditions. Every rebalance event is logged, traceable, and compliant.
Custom client-facing portals built for transparency: real-time portfolio views, performance reporting, and secure messaging, all reflecting your firm's brand and compliance requirements.
From ETL (Extract, Transform, Load) pipeline design to shadow accounting reconciliation, we unify data from multiple custodial sources into a clean, auditable data layer.
Automated generation of Investment Policy Statements (IPS), portfolio appraisal reports, SEC-compliant regulatory filings, and sector allocation analyses, reducing manual reporting hours by up to 70%.
Custom API development for real-time data flows, cloud migration of legacy wealth management systems, and integration with CRM platforms like Salesforce and Microsoft Dynamics. See our legacy modernization services.
Delivered with our Simple, Lovable, Complete (SLC) model. Each milestone ships as a working, validated increment, not a half-built feature behind a flag. Your compliance team can review and sign off at every stage.
The right stack for wealth management software depends on your firm's data environment, compliance obligations, and scale requirements. Every tool below is enterprise-tested and backed by proven fintech workflows.
One of Hexaview's most compelling wealth management engagements was the complete rebuild of an Order Management System (OMS) for a wealth management firm that had originally taken five years to build. Using AI-assisted engineering under full governance, Hexaview rebuilt the core platform in just eight months, with higher auditability and stronger validation than the original system.
"Rebuilding a five-year OMS core in just eight months proves the incredible velocity of AI pair programming. However, our true success was implementing the strict governance required to ensure every line of that AI-generated code remains fully auditable, secure, and ready for enterprise scale."
Ankit Agarwal, CTO, Hexaview Technologies
Explore how our clients are driving growth and innovation
.svg)
The data lake built by Hexaview Technologies has fundamentally shifted how we manage and utilize data across our organization. Our internal users now have seamless access through microservice and data transformation tools, while our external clients benefit from smooth integration with our portal and data service tools. What sets Hexaview apart is their deep understanding of both the technical architecture and the business implications.
Building an in-house team for wealth management software gives you control, but it comes with real costs: hiring lead time, compliance ramp-up, and the ever-present risk of unreviewed AI code accumulating as technical debt. Partnering with Hexaview means getting senior, governed wealth management engineering capability without the overhead.
Ready to build?
Can't find the answer you're looking for? Our FAQ section provides quick, helpful information on our products, services, and policies.
Wealth management software is a category of financial technology that enables advisors, RIAs, and broker-dealers to automate portfolio management, generate compliance reports, and deliver personalized financial planning at scale. Modern personal wealth management software combines data integration, AI-driven analytics, and compliance tools in a single governed platform.
Personal wealth management software automates the tasks that advisors spend the most time on: portfolio rebalancing, custodial data reconciliation, Investment Policy Statement (IPS) generation, and client reporting. It gives every advisor a real-time, accurate view of every client without manual data pulls or spreadsheet reconciliation.
There is no single best wealth management planning software for every RIA; the right platform depends on AUM scale, custodial relationships, and compliance obligations. Hexaview builds custom software for wealth managers that is tailored to each firm's specific data environment and regulatory requirements, rather than forcing a generic product onto a specialized workflow.
Hexaview builds SOC 2 and SEC compliance practices into every layer of its wealth management planning software, from data architecture and audit trail design through automated report generation and access controls. Our zero audit failures record after AI integration reflects this governance-first approach.
Timeline depends on scope, data readiness, and integration complexity. For reference, Hexaview rebuilt a five-year Order Management System (OMS) core for a wealth management firm in just eight months using AI-assisted engineering under full governance. Share your goals with our team for a tailored estimate.
We serve RIAs, broker-dealers, fintech startups, wealth management technology providers, and neobanks and lending firms, specifically regulated, data-intensive organizations where compliance, auditability, and client experience are non-negotiable.
Three engagement models: fixed-scope projects for defined builds, dedicated teams for evolving product roadmaps, and staff augmentation to extend your in-house group. We help you select the right model and flex it as your wealth management software needs change.
Hexaview has completed 100+ custodial integrations, including connections to Bloomberg, Refinitiv, and other leading custodial platforms. We build custom APIs for real-time data flow and shadow accounting reconciliation that ensure data consistency across your entire wealth management environment.
Hexaview combines 16+ years of regulated fintech engineering, governance that makes every AI-generated component auditable, more than 100 custodial integrations, and flexible engagement models. The result is wealth management planning software that delivers AI velocity without sacrificing compliance, security, or long-term maintainability.
Speak with our wealth management specialists to scope your build, whether that means a governed personal wealth management software platform, a custodial integration layer, or a full legacy modernization from the ground up. Quality, compliance, and auditability are engineered in from day one.
.webp){kind=logo}
.svg)
.svg)