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Case Study
For the launch of Bharat Bond ETF, India’s first corporate bond ETF, Edelweiss Mutual Fund partnered with Cloudesign to build a cloud-native subscription platform in just two months, enabling a seamless high-volume NFO launch.
Cloudesign is a Wealth Management Software Development Company that build portfolio management systems, advisor workbenches, client onboarding platforms, trading infrastructure and AI-powered investment intelligence solutions trusted by India's leading financial institutions.
As a trusted Financial Software Development Company and BFSI Software Development Company, we provide end-to-end Wealth Management Technology Services, including product strategy, software engineering, cloud modernization, platform integration, compliance automation, managed services, and IT staff augmentation for financial institutions worldwide.
According to Cloudesign analysis of wealth management and asset management modernization initiatives:
Over 85% of financial firms report that poor data quality and fragmented data environments hinder their ability to generate actionable business insights. Wealth managers frequently struggle to consolidate client, portfolio, advisory, and operational data across multiple systems, creating inefficiencies and limiting advisor effectiveness.
Nearly one-third (28%) of legacy banking applications are undocumented, creating operational risk and making integration with modern digital platforms significantly more difficult.
Disconnected technology platforms and manual operational processes continue to reduce advisor productivity. Research shows that administrative and operational work consumes nearly 28% of an advisor's day, creating significant inefficiencies and limiting time available for client engagement and revenue-generating activities.
More than 80% of financial services compliance leaders say they must optimize operations to manage increasingly complex regulatory requirements with limited resources, highlighting the operational burden created by regulatory complexity.
68% of wealth management firms are already using AI in some capacity, with many firms piloting or scaling AI across advisory, client engagement, and operational workflows to improve advisor productivity and client experience.
Over 85% of financial firms report that poor data quality and fragmented data environments hinder their ability to generate actionable business insights. Wealth managers frequently struggle to consolidate client, portfolio, advisory, and operational data across multiple systems, creating inefficiencies and limiting advisor effectiveness.
Nearly one-third (28%) of legacy banking applications are undocumented, creating operational risk and making integration with modern digital platforms significantly more difficult.
Disconnected technology platforms and manual operational processes continue to reduce advisor productivity. Research shows that administrative and operational work consumes nearly 28% of an advisor's day, creating significant inefficiencies and limiting time available for client engagement and revenue-generating activities.
More than 80% of financial services compliance leaders say they must optimize operations to manage increasingly complex regulatory requirements with limited resources, highlighting the operational burden created by regulatory complexity.
68% of wealth management firms are already using AI in some capacity, with many firms piloting or scaling AI across advisory, client engagement, and operational workflows to improve advisor productivity and client experience.
Cloudesign addresses these challenges through custom software engineering, cloud-native modernization, and AI-enabled wealth management technology services.
Our services deliver the scalable, secure, and regulator-ready infrastructure required to simplify how financial institutions manage investments, mitigate risk, and optimize daily operations.
We build artificial intelligence capabilities natively into the asset management systems we deliver. This includes DueDel, our proprietary enterprise risk-assessment product, designed to help firms process data faster and scale advisory without increasing operational headcount.
Cloudesign helps financial institutions modernize legacy investment and asset management platforms through custom software development, cloud migration, microservices transformation, API modernization, and AI integration services.
Elastic scale supports unlimited business growthReal-time unified portfolio view across all investmentsAI-assisted workflows improve advisor efficiencyAI-powered Research Copilot accelerates investment researchOmnichannel engagement delivers a seamless customer journeyAutomated real-time reporting with minimal effortBuilt-in SEBI & AMFI compliance automationCloud-native architecture for high availability and performanceAPI-first architecture enables seamless integrationsEmbedded AI layer makes AI native from day oneCloudesign helps wealth managers, brokerages, asset managers, PMS providers, and financial institutions modernize legacy investment platforms, automate advisory workflows, and deploy AI-powered wealth management solutions while maintaining compliance with SEBI, AMFI, RBI, IRDAI, and DPDP requirements.
Deep experience across Wealth Advisory, Broking, Asset Management, PMS, AIF, Mutual Funds, and Insurance Distribution, enabling us to build solutions aligned with real-world financial operations and investor expectations.
We design and develop platforms with Generative AI capabilities embedded from the ground up, accelerating automation, intelligence, and future scalability.
Our solutions are built to support compliance with SEBI, AMFI, RBI, IRDAI, and DPDP requirements, helping firms reduce regulatory risk and improve governance.
Flexible engagement options including Staff Augmentation, Dedicated Pods, Offshore Development Centers (ODCs), and Managed Services help organizations scale technology initiatives faster.
Leveraging proprietary solutions such as DueDel and reusable WealthTech frameworks, we reduce development effort, shorten time-to-market, and accelerate digital transformation outcomes.
Financial markets move quickly. While global tech conglomerates take weeks to clear procurement and assign development teams, Cloudesign provides flexible IT staff augmentation within 72 hours, dropping verified domain experts right into your active DevSecOps pipelines.
Built for Modern Wealth Platforms: Portfolio Management Systems (PMS), Advisor Workbenches, Wealth CRMs, Trading Platforms, Investor Portals, and AI-Powered Investment Intelligence Solutions.
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