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Like our work? Book a 30 min intro call with us.
Like our work? Book a 30 min intro call with us.
Like our work? Book a 30 min intro call with us.
Application Development for Wealth Management
Bespoke Solutions for Wealth and Portfolio Management
Rosnium designs and builds controlled, custom infrastructure for regulated wealth management firms, unifying client management, portals, portfolio oversight, and compliance into a single scalable operating environment.
The Complete Portfolio & Advisor Solution
End-to-end, customised systems for operations that are core to the business. High complexity and full ownership.
Portfolio Management System (PMS)
Client Portal & Dashboard
Bespoke Reporting Engine
Alternative Asset Management
Modular apps built for specific functions, plugged into existing infrastructure. Faster to deploy.
Custom Tiered Billing Engines
Wealth CRM Customisation
Custodian Rebalancing Connectivity
Custom Financial Planning
Connect existing SaaS, ERP, or tools to enhance functionality without full rebuild.
Custodian Data Connectivity
Market Data Integrations
Banking & Back-Office
PSD2 & Open Banking
Ongoing maintenance, upgrades, compliance, and lifecycle management for core systems.
Regulatory Change Management
Feature Roadmap Delivery
Legacy System Modernisation
Performance & Security Audits
Purpose-built regulatory and governance layers embedded into operational systems, aligned to sector-specific requirements.
KYC/AML Onboarding Workflows
Suitability & Appropriateness
Regulatory Reporting Modules
Transaction & Breach Monitoring
The Complete Portfolio & Advisor Solution
End-to-end, customised systems for operations that are core to the business. High complexity and full ownership.
Portfolio Management System (PMS)
Client Portal & Dashboard
Bespoke Reporting Engine
Alternative Asset Management
Modular apps built for specific functions, plugged into existing infrastructure. Faster to deploy.
Custom Tiered Billing Engines
Wealth CRM Customisation
Custodian Rebalancing Connectivity
Custom Financial Planning
Connect existing SaaS, ERP, or tools to enhance functionality without full rebuild.
Custodian Data Connectivity
Market Data Integrations
Banking & Back-Office
PSD2 & Open Banking
Ongoing maintenance, upgrades, compliance, and lifecycle management for core systems.
Regulatory Change Management
Feature Roadmap Delivery
Legacy System Modernisation
Performance & Security Audits
Purpose-built regulatory and governance layers embedded into operational systems, aligned to sector-specific requirements.
KYC/AML Onboarding Workflows
Suitability & Appropriateness
Regulatory Reporting Modules
Transaction & Breach Monitoring
The Complete Portfolio & Advisor Solution
End-to-end, customised systems for operations that are core to the business. High complexity and full ownership.
Portfolio Management System (PMS)
Client Portal & Dashboard
Bespoke Reporting Engine
Alternative Asset Management
Modular apps built for specific functions, plugged into existing infrastructure. Faster to deploy.
Custom Tiered Billing Engines
Wealth CRM Customisation
Custodian Rebalancing Connectivity
Custom Financial Planning
Connect existing SaaS, ERP, or tools to enhance functionality without full rebuild.
Custodian Data Connectivity
Market Data Integrations
Banking & Back-Office
PSD2 & Open Banking
Ongoing maintenance, upgrades, compliance, and lifecycle management for core systems.
Regulatory Change Management
Feature Roadmap Delivery
Legacy System Modernisation
Performance & Security Audits
Purpose-built regulatory and governance layers embedded into operational systems, aligned to sector-specific requirements.
KYC/AML Onboarding Workflows
Suitability & Appropriateness
Regulatory Reporting Modules
Transaction & Breach Monitoring
The Complete Portfolio & Advisor Solution
End-to-end, customised systems for operations that are core to the business. High complexity and full ownership.
Portfolio Management System (PMS)
Client Portal & Dashboard
Bespoke Reporting Engine
Alternative Asset Management
Modular apps built for specific functions, plugged into existing infrastructure. Faster to deploy.
Custom Tiered Billing Engines
Wealth CRM Customisation
Custodian Rebalancing Connectivity
Custom Financial Planning
Connect existing SaaS, ERP, or tools to enhance functionality without full rebuild.
Custodian Data Connectivity
Market Data Integrations
Banking & Back-Office
PSD2 & Open Banking
Ongoing maintenance, upgrades, compliance, and lifecycle management for core systems.
Regulatory Change Management
Feature Roadmap Delivery
Legacy System Modernisation
Performance & Security Audits
Purpose-built regulatory and governance layers embedded into operational systems, aligned to sector-specific requirements.
KYC/AML Onboarding Workflows
Suitability & Appropriateness
Regulatory Reporting Modules
Transaction & Breach Monitoring
The Complete Portfolio & Advisor Solution
End-to-end, customised systems for operations that are core to the business. High complexity and full ownership.
Portfolio Management System (PMS)
Client Portal & Dashboard
Bespoke Reporting Engine
Alternative Asset Management
Modular apps built for specific functions, plugged into existing infrastructure. Faster to deploy.
Custom Tiered Billing Engines
Wealth CRM Customisation
Custodian Rebalancing Connectivity
Custom Financial Planning
Connect existing SaaS, ERP, or tools to enhance functionality without full rebuild.
Custodian Data Connectivity
Market Data Integrations
Banking & Back-Office
PSD2 & Open Banking
Ongoing maintenance, upgrades, compliance, and lifecycle management for core systems.
Regulatory Change Management
Feature Roadmap Delivery
Legacy System Modernisation
Performance & Security Audits
Purpose-built regulatory and governance layers embedded into operational systems, aligned to sector-specific requirements.
KYC/AML Onboarding Workflows
Suitability & Appropriateness
Regulatory Reporting Modules
Transaction & Breach Monitoring
Featured Regulated Wealth Transformation
Trusted by Regulated Wealth Firms
Rosnium delivered exactly what we wanted with a professional and human approach. Their ability to simplify our sometimes overly complicated requirements was commendable. They have an outstanding work ethic and truly stood out as a great technology partner.
Chief Investment Officer | Vijay Govardhan
Rosnium delivered exactly what we wanted with a professional and human approach. Their ability to simplify our sometimes overly complicated requirements was commendable. They have an outstanding work ethic and truly stood out as a great technology partner.
Chief Investment Officer | Vijay Govardhan
Rosnium delivered exactly what we wanted with a professional and human approach. Their ability to simplify our sometimes overly complicated requirements was commendable. They have an outstanding work ethic and truly stood out as a great technology partner.
Chief Investment Officer | Vijay Govardhan
Rosnium delivered exactly what we wanted with a professional and human approach. Their ability to simplify our sometimes overly complicated requirements was commendable. They have an outstanding work ethic and truly stood out as a great technology partner.
Chief Investment Officer | Vijay Govardhan
How We Engage
Wealth firms engage us at different stages of maturity and transformation, with engagement models designed to align with their specific operational and technical requirements.
For firms operating on existing systems that require targeted improvement or extension. We identify high-friction areas, then build and integrate components that extend or replace specific parts of the existing environment without disrupting stable systems.
For firms requiring complete system replacement or new platform design. Unique investment processes, client structures, compliance requirements, and operational workflows are translated into custom infrastructure fully owned by the firm, independent of third-party platform constraints.
For firms requiring long-term technical ownership beyond delivery. We provide structured maintenance, monitoring, and SLA-backed support to ensure systems remain stable, performant, and adaptable as regulatory, operational, and client requirements evolve.
For firms operating on existing systems that require targeted improvement or extension. We identify high-friction areas, then build and integrate components that extend or replace specific parts of the existing environment without disrupting stable systems.
For firms requiring complete system replacement or new platform design. Unique investment processes, client structures, compliance requirements, and operational workflows are translated into custom infrastructure fully owned by the firm, independent of third-party platform constraints.
For firms requiring long-term technical ownership beyond delivery. We provide structured maintenance, monitoring, and SLA-backed support to ensure systems remain stable, performant, and adaptable as regulatory, operational, and client requirements evolve.
For firms operating on existing systems that require targeted improvement or extension. We identify high-friction areas, then build and integrate components that extend or replace specific parts of the existing environment without disrupting stable systems.
For firms requiring complete system replacement or new platform design. Unique investment processes, client structures, compliance requirements, and operational workflows are translated into custom infrastructure fully owned by the firm, independent of third-party platform constraints.
For firms requiring long-term technical ownership beyond delivery. We provide structured maintenance, monitoring, and SLA-backed support to ensure systems remain stable, performant, and adaptable as regulatory, operational, and client requirements evolve.
For firms operating on existing systems that require targeted improvement or extension. We identify high-friction areas, then build and integrate components that extend or replace specific parts of the existing environment without disrupting stable systems.
For firms requiring complete system replacement or new platform design. Unique investment processes, client structures, compliance requirements, and operational workflows are translated into custom infrastructure fully owned by the firm, independent of third-party platform constraints.
For firms requiring long-term technical ownership beyond delivery. We provide structured maintenance, monitoring, and SLA-backed support to ensure systems remain stable, performant, and adaptable as regulatory, operational, and client requirements evolve.
For firms operating on existing systems that require targeted improvement or extension. We identify high-friction areas, then build and integrate components that extend or replace specific parts of the existing environment without disrupting stable systems.
For firms requiring complete system replacement or new platform design. Unique investment processes, client structures, compliance requirements, and operational workflows are translated into custom infrastructure fully owned by the firm, independent of third-party platform constraints.
For firms requiring long-term technical ownership beyond delivery. We provide structured maintenance, monitoring, and SLA-backed support to ensure systems remain stable, performant, and adaptable as regulatory, operational, and client requirements evolve.
For firms operating on existing systems that require targeted improvement or extension. We identify high-friction areas, then build and integrate components that extend or replace specific parts of the existing environment without disrupting stable systems.
For firms requiring complete system replacement or new platform design. Unique investment processes, client structures, compliance requirements, and operational workflows are translated into custom infrastructure fully owned by the firm, independent of third-party platform constraints.
For firms requiring long-term technical ownership beyond delivery. We provide structured maintenance, monitoring, and SLA-backed support to ensure systems remain stable, performant, and adaptable as regulatory, operational, and client requirements evolve.
Ready to Unify Your Wealth Operations?
Ready to Unify Your Wealth Operations?
Ready to Unify Your Wealth Operations?
Ready to Unify Your Wealth Operations?
Ready to Unify Your Wealth Operations?
Why Wealth Firms Choose Rosnium
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Compliance Embedded
We embed compliance workflows directly into operational systems, covering suitability, KYC, AML, transaction monitoring, and audit trails. Systems are designed to support regulatory frameworks such as FCA COBS, MiFID II, AMLD5/6, and GDPR, ensuring traceability across client lifecycle events.
Secure Cloud Infrastructure
We deploy WealthTech platforms on AWS, Azure, and GCP, with a strong focus on AWS for its financial-services maturity and regulatory readiness. As an exclusive AWS partner, we design secure, auditable, and resilient cloud architectures aligned with regulatory expectations.
Security-First Design
We build security into the foundation of every system, covering identity, access control, encryption, and data segregation as core architectural concerns with full audit logging that supports regulatory and internal security review requirements, integrating with standards such as ISO 27001, SOC 2, and NIST frameworks alongside enterprise identity systems like Azure Active Directory, OAuth 2.0, and SAML 2.0.
Strong Workflow UX
We design interfaces for advisers and operations teams that reduce training overhead and minimise manual error through clear information hierarchy, role-appropriate dashboards, and streamlined task flows. Client-facing surfaces are built to consistent design systems that scale as the firm grows, maintaining coherence as new capabilities are added without disrupting established operations.
Ready to Start Your Transformation Programme?
Share a few details through our project form and we will get in touch to discuss your requirements and define the right path forward. Alternatively, you can also email us at hello@rosnium.com
Ready to Start Your Transformation Programme?
Share a few details through our project form and we will get in touch to discuss your requirements and define the right path forward. Alternatively, you can also email us at hello@rosnium.com
Ready to Start Your Transformation Programme?
Share a few details through our project form and we will get in touch to discuss your requirements and define the right path forward. Alternatively, you can also email us at hello@rosnium.com
Ready to Start Your Transformation Programme?
Share a few details through our project form and we will get in touch to discuss your requirements and define the right path forward. Alternatively, you can also email us at hello@rosnium.com
Ready to Start Your Transformation Programme?
Share a few details through our project form and we will get in touch to discuss your requirements and define the right path forward. Alternatively, you can also email us at hello@rosnium.com
Explore Our Core Services
Explore Our Core Services
Explore Our Core Services
Explore Our Core Services
Contact Us
Share a few details and a senior consultant will be in touch to discuss your requirements.
Contact Us
Share a few details and a senior consultant will be in touch to discuss your requirements.
Contact Us
Share a few details and a senior consultant will be in touch to discuss your requirements.
Contact Us
Share a few details and a senior consultant will be in touch to discuss your requirements.
Contact Us
Share a few details and a senior consultant will be in touch to discuss your requirements.