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.
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 and Portfolio Management Firms
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
We specialise in implementing bespoke solutions tailored to industry specific requirements and their target users.
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
We specialise in implementing bespoke solutions tailored to industry specific requirements and their target users.
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
We specialise in implementing bespoke solutions tailored to industry specific requirements and their target users.
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
We specialise in implementing bespoke solutions tailored to industry specific requirements and their target users.
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
We specialise in implementing bespoke solutions tailored to industry specific requirements and their target users.
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
Featured Regulated Wealth Transformation
Trusted by Regulated Wealth Firms
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.
Trusted by Regulated Wealth Firms
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.
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.
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
Explore Our Core Services
Explore Our Core Services
Explore Our Core Services
Explore Our Core Services
Every Rosnium Engagement Starts With a Conversation
Every Rosnium Engagement Starts With a Conversation
Every Rosnium Engagement Starts With a Conversation
Every Rosnium Engagement Starts With a Conversation
Every Rosnium Engagement Starts With a Conversation
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.