Wealth Management Software Development Services

Boston Unisoft Technologies aids financial advisors streamline economic processes by creating effective wealth management solutions and giving them a comprehensive overview of their clients and businesses. Let BUT provide you with a powerful tool to deliver your services to clients in a well-established and impactful way.

BUT is your knowledgeable technology partner with a breadth of experience in the wealth management software development

Our team creates software products to automate the financial advisory process and make it far more useful for you and your clients. We use a client-centric approach to create top-notch wealth management solutions that allow you to meet continuously evolving market needs.

From innovative portfolio management to efficient risk profiling and accurate financial planning, BUT empowers you to focus on your clients rather than the processes.

Lending software development services

Lending and loans software development services we offer

Apps for various devices and platforms

Our team creates apps that run on various devices and platforms, such as Windows, macOS, Android, and iOS, to let you blend traditional advisory processes and new communication channels.

Totally secure software

No need to worry about your customers' data. BUT leverages secure encryption protocols, OTP, and pin code authorization methods to secure your software and give your peace of mind.

Wide integration capabilities

We integrate your solution with clients’ bank accounts, utility companies, credit score, health, and insurance organizations to provide you with rich, end-to-end functionality.

Unbounded investment options

Get seamless integration of your wealth management solution with investment venues and platforms that operate Mutual Funds, Stocks, ETFs, Metals, Indices, and Commodities.

Comprehensive reporting capabilities

Cater to all client segments and boost your sales with our customizable reports. Get an extensive review of your business, growth factors, and risk structure and turn this data into smart decisions.

Sophisticated analytics and budget planning tools

Get a software solution that helps you accurately define clients' financial picture and risk profile. The solutions we build support financial planning and targeted advisory processes.

What Our Clients Say About Us

  • Ahmed Shibley

    Swiss International, CEO

    When my team researched IT vendors to take over our website development, Boston Unisoft Technologies stood out because of their financial industry experience. It accelerated the preliminary stages of the project and ensured we always stayed on the same page concerning our requirements. The development went without a hitch and was completed in time for the planned launch. When we decided to supplement the web platform with a mobile app, BUT was an obvious choice.

  • Luis Sanchez


    I had no desire to hire multiple teams to work on our website, customer area, and mobile app. When Boston Unisoft Technologies offered to complete the whole project from A to Z, I knew this vendor was the right choice for BMFN. The team was very detail-oriented and paid close attention to every requirement on our long list. The finished products exceeded our expectations.

Why partner with us for your wealth management software development

Reliable product delivery

BUT is an experienced software development team with a focus on the financial sphere. Over the past eight years, our team has developed an effective development flow that allows us to streamline the development process, reduce reworks, and deliver your product on time and within your budget.

Full-cycle development

Our team employs only the best multi-skilled specialists to offer you full-cycle development services from the product ideation to design, development, testing, and post-release support. At BUT, we believe that being a one-stop-shop is the best possible way to make our cooperation both fruitful and stress-free.

Constant customer support

The lifecycle of your wealth management solution only starts when it launches. To help you stay in touch with your customers all the time and be as efficient as possible, we provide you with our 24/7 technical support. No matter what difficulty or unexpected issue you face, we’re here to cover your back.

Get in touch.

Let's move things together.

Boston Unisoft Technologies values each and every client and our support team will be delighted to answer any questions.


Email: info@bostonunisoft.com

Phone: +1 (617) 871-0909


70 Landmark Hill Drive,
Brattleboro VT 05301,

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