Build financial asset management software with AI
Track portfolios and automate billing in an AI-powered system built with AI that you customize to fit your firm's unique workflows.
Build exactly what your firm needs
Customize your financial asset management software setup with the exact steps and views your team needs. Add features as processes evolve.
Portfolio performance tracking
Client document management
Automated trade approvals
AI-powered market summaries
Quarterly billing automation
Prospect lead tracking
Bring all your portfolio data together in real time
Connect spreadsheets, market feeds, and client documents with real-time sync—or manage everything in Softr Databases. Create one source of truth for your financial firm.
Give every client a custom, secure experience.
Give each investor and advisor the right views and access in a branded portal. Set up secure logins, portfolios, and permissions in minutes.
Easy, secure logins
Portfolios are mobile-ready by default. Clients can check assets via a downloadable PWA on their phone with no extra design work.
Works on any device
Portfolios are mobile-ready by default. Clients can check assets via a downloadable PWA on their phone with no extra design work.
Automations
Build native automations to handle trade approvals, send quarterly billing alerts, and sync data automatically when market records change.
User groups
Provide separate logins for retail clients and institutional partners, creating personalized performance dashboards for each group.
Advanced permissions
Apply rules for different advisor levels. Customize who can view sensitive client profiles and which actions they can take on trades.
Security
Protect sensitive financial information from threats. Softr is fully compliant with SOC2 and GDPR regulations for total peace of mind.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your financial asset management software in minutes with AI—no manual setup or coding needed.
Consolidate your stack
Add features like trade approvals or billing automation as your investment strategies evolve—no rebuild needed.
Flexible as you grow
Start with asset tracking, then add client portals and lead trackers—all in one place, with no extra tools.
Generate custom financial asset management software
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your financial asset management software
Launch faster with a tool built for your specific financial workflow. Get started free—no dev team needed.