HRMS Banner All-in-One Digital Solution for the Investment Industry
💰 Custom Investment Platform Development
💰 Portfolio and Asset Management Systems
💰 Transaction Tracking and Settlement Solutions
💰 Document Management and Compliance Tools
💰 Investor Portals and Mobile Apps
💰 Investment Marketing and Performance Analytics
💰 Advisor and Partner Collaboration Tools
💰 Client Support and Feedback Systems
💰 Multi-Channel Investor Access Platforms
Start Now Complete Digital Software Suite for the Investment Industry Top circle1 all in one investment digital solutions
How Digital Transformation Enhances the Investment Industry

Why Choose Us​

Why Digitalization is Essential for the Investment Industry

In today’s financial world, the investment industry depends on trust, speed, and transparency. Investors expect quick access to market information, simple onboarding processes, and clear visibility of their portfolios, while firms need secure platforms, accurate reporting, and scalable systems to stay competitive in a dynamic market.

 

Digitalization provides advantages for both firms and investors. Modern investment management platforms streamline everything from account setup and transaction processing to compliance tracking and performance reporting. Cloud-enabled systems allow firms to manage large portfolios securely, while digital dashboards give investors real-time insights into their investments.

 

For firms, this means reduced manual work, fewer errors, better compliance, and stronger client engagement. For investors, it means faster access to information, flexible investment options, and an easy, reliable experience.

 

At Amigoways, we provide tailored digital solutions for asset management companies, stockbrokers, mutual fund providers, and investment advisory firms. From portfolio management systems and client portals to compliance-ready reporting tools and mobile-friendly apps, we deliver technology that improves efficiency, strengthens transparency, and builds trusted relationships.

 

Digital transformation in the investment sector isn’t just about adopting new tools – it’s about ensuring growth, competitiveness and long-term client confidence.

  • App Prototyping
  • Faster Deployment
  • High ROI with lesser cost

About Us

About Amigoways Investment Industry Solutions

At Amigoways, we build reliable, easy-to-use digital solutions tailored for the investment industry. Whether you manage asset portfolios, mutual funds, brokerage operations, or investment advisory services, our platforms help simplify processes, reduce paperwork and deliver services to clients faster.

 

We understand the unique demands of the investment sector, from secure account setup and accurate transaction tracking to portfolio monitoring and strict compliance requirements. Our solutions bring everything together in a single, seamless system so investment firms, advisors, and clients can work with trust and confidence.

 

Our platforms cover the full range of investment operations. From client onboarding and portfolio management to reporting dashboards, compliance-ready statements, and customer portals, we design tools that make the entire investment journey transparent and stress-free.

 

Whether you are an asset management company, mutual fund provider, brokerage house, or financial advisory firm, Amigoways empowers you to manage portfolios more efficiently, reduce errors, deliver real-time reporting, and provide clear, dependable services for your investors.

 

With strong security, easy scalability, and mobile-friendly design, we ensure your platform evolves smoothly as client expectations grow and the market changes. Partner with Amigoways to build investment solutions that are future-ready, trusted, and designed to make investing simple, transparent, and reliable.

  • App Prototyping
  • Faster Deployment
  • High ROI with lesser cost
Amigoways Digital Solutions for the Investment Industry

Our Services for Investment

Our Services for the Investment Industry

At Amigoways, we understand the highly dynamic world of investment services. From client onboarding and portfolio tracking to compliance reporting and client engagement, we deliver customized digital solutions that help asset management firms, brokerage houses, mutual fund providers, financial advisors, and investment platforms operate efficiently, reduce risks, and deliver seamless client experiences.

Investment company responsive website design

Investment Website Development

We design secure, modern, and mobile-friendly websites for investment companies. Whether you are a wealth manager, mutual fund house, or stockbroker, your website becomes the first point of connection for clients to explore products, learn about services, and access secure account features. Integrated tools like calculators, online forms, blogs, and compliance updates help enhance client trust.

Mobile app for investment tracking and client account management

Mobile App Development for Investors

We build intuitive, secure, and scalable mobile applications for investors. These apps allow clients to review portfolios, track investments, view statements, and perform transactions with confidence. Designed for convenience, our apps support features such as push notifications for updates, secure logins, and easy-to-navigate dashboards.

Custom dashboard for investment management

Custom Investment Platform Development

We create fully tailored investment platforms for businesses of any size. Whether it’s portfolio management, brokerage operations, or fund distribution, our platforms are built to meet compliance standards, streamline workflows, and provide reliable tools for both administrators and investors.

Digital KYC automation system for investment firms

KYC & eKYC Automation Services

Onboarding new clients is faster and safer with our digital KYC and eKYC automation tools. Secure document uploads, identity verification, and compliance-ready workflows reduce turnaround times and ensure adherence to regulations, improving trust and efficiency across financial operations.

CRM dashboard tailored for investment companies

CRM for Investment Firms

We develop powerful CRM systems that help firms manage client relationships with ease. From tracking communications and capturing leads to monitoring client investment history and support requests, our CRM platforms make sure every client feels valued and informed.

Social media marketing dashboard for investment brand promotion

Social Media Marketing & Campaign Tools

Investment firms must connect with newer generations of clients. Our social media marketing services help firms create campaigns, showcase financial products, build brand awareness, and attract investors. With analytics and reporting, you can measure campaign success and increase engagement.

Secure compliance document management software

Document & Compliance Management

Manage investor agreements, compliance documents, transaction records, and audit reports securely. With version control and role-based access, our systems make compliance simpler, faster, and always audit-ready.

Workflow system for portfolio and transaction approvals

Investment Workflow Management

Streamline tasks like account approvals, transaction reviews, and compliance checks. By centralizing approvals in one dashboard, firms save time, reduce manual workload, and maintain greater accuracy across investment operations.

Secure online payment system for investments

Payment Gateways & Transaction Management

We integrate secure payment gateways for investor deposits, redemptions, and service fees. Our systems allow for credit cards, net banking, UPI, and wallet payments with automated receipts and settlement reports.

Real-time investment performance analytics dashboard

Investor Analytics & Performance Insights

Track fund performance, client activity, transactions, and market trends from one place. Our reporting tools help investment firms make informed business decisions while keeping investors updated with accurate performance dashboards.

Investment platform access across devices and channels

Multi-Channel Investor Access

Enable clients to engage with their investments through websites, apps, kiosks, or partner channels. All information stays synced across platforms, ensuring smooth and consistent access for investors.

Investor communication and feedback system

Investor Engagement & Communication Tools

Stay connected with investors through updates, email reminders, push notifications, and client portals. These tools improve transparency and strengthen long-term client relationships.

Our Development for Investment

Our Development for the Investment Industry

At Amigoways, we don’t just build software, we build confidence. From client onboarding to portfolio reporting, our investment solutions give firms the tools they need to manage assets securely, provide transparency to clients, and simplify compliance. Whether you are an asset management company, brokerage house, mutual fund provider, or investment advisory firm, our digital technology helps you serve clients faster, reduce risks, and create investing experiences people can trust.

Online portfolio and account management system

Portfolio & Investment Account Management

Give clients an organized view of their investments while simplifying operations for your team.

 

What We Offer:

Centralized client portfolios with performance history

Secure account access for investors and advisors

Investment statements and balance overviews

Role-based access for compliance and security

Automatic reminders for renewals or settlements

Business Impact:
Increase transparency, reduce customer service inquiries, and help clients feel more in control of their investments.

 

Use Case:
A regional investment firm reduced client support requests by 35% once self-service investor portals were introduced.

Transaction & Settlement Scheduling Tools

Plan, track, and notify clients about transactions or maturity dates with ease.

 

What We Offer:

Automated dividend/interest payout scheduling

Reminders via SMS, email, or app notifications

Settlement tracking and reconciliation reports

Options to reschedule payouts due to changes

Reports for overdue or pending settlements

Business Impact:
Improve client trust and reduce default or payment delays with clear transaction schedules.

 

Use Case:
A mutual fund company improved customer satisfaction by 40% after introducing automated transaction notifications.

Investment transaction and settlement management platform
Collaboration tools for investment advisors and partners

Advisor & Partner Collaboration Hub

Support financial advisors, agents, and distribution partners with better tools.

 

What We Offer:

Advisor profiles with performance tracking

Lead allocation and visibility of investment pipelines

Commission and payout management systems

Secure document collection for account setup

Communication tools for faster investor updates

Business Impact:
Increase advisor efficiency, improve sales conversions, and strengthen relationships with both clients and partners.

 

Use Case:
An advisory firm increased its investor acquisition by 28% after digitizing advisor collaboration.

Compliance & Reporting Management

Stay compliant with financial regulations while reducing manual effort.

 

What We Offer:

Automated compliance reporting and audit trails

Document version control for KYC/AML requirements

Investor statement generation and distribution

Secure storage of financial and legal documents

Instant access for auditors and compliance officers

Business Impact:
Cut audit preparation times and reduce penalties by ensuring timely compliance with regulations.

 

Use Case:
A brokerage house reduced compliance reporting time by 50% using an integrated reporting dashboard.

Compliance reporting dashboard for investment companies
Investment subscription and fee management portal

Subscription & Revenue Management for Investment Services

Manage recurring service fees, advisory charges, or subscription models effortlessly.

 

What We Offer:

Configurable subscription and advisory fee plans

Secure payment collection with automated receipts

Failed payment tracking and retry workflows

Revenue dashboards for management oversight

Investor-side access to invoices and billing history

Business Impact:
Stabilize revenue collection and improve investor satisfaction with clear and timely billing.

 

Use Case:
An advisory firm improved on-time fee collection by 32% after enabling automated billing systems.

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Our Benefits of Digital Solutions for Investment

Benefits of Digital Solutions for the Investment Industry

Digital solutions help the investment industry streamline operations, strengthen client trust, and grow consistently. By moving to secure and scalable platforms, investment firms, brokers, and advisory companies can manage portfolios efficiently, simplify reporting, and deliver better services to clients.

Increased Revenue Opportunities

Digital platforms help investment firms grow beyond traditional face-to-face operations. By offering services such as mutual funds, bonds, equities, retirement planning, and portfolio management online, firms can connect with more clients, diversify income streams, and reduce operating costs.

Better Client Understanding

Digital solutions make it easier to understand clients by tracking their portfolio choices, transaction patterns, and service preferences. With this knowledge, firms can design better products, improve communication, and build stronger long-term trust with investors.

Streamlined Operations

From client onboarding and account setup to transaction processing, settlements, and compliance checks, everything can be handled in one integrated system. This reduces paperwork, avoids delays, improves accuracy, and provides a smoother experience for both firms and investors.

Stronger Client Loyalty

Features like fast account activation, timely portfolio updates, accurate reports, and clear notifications help build credibility. Satisfied clients are more likely to stay loyal, reinvest, and recommend your services to others.

Latest Technologies Built by Experts

We develop secure, scalable solutions for the investment industry using trusted, industry-standard technologies. For web platforms, we work with React, Angular, Next.js, .NET, Python, and Node.js. For mobile applications, we build with Flutter, Kotlin, Swift, Java, and React Native to ensure speed, usability, and performance.

 

Our platforms cover the entire investment lifecycle including portfolio management, compliance dashboards, investor portals, and reporting systems. Databases such as MongoDB, Firebase, MySQL, and PostgreSQL make it possible to handle large data volumes securely and generate accurate real-time reports.

Digital Advantages for the Investment Industry

One Year of Free Support

At Amigoways, deployment is only the beginning. We provide one full year of free technical support to ensure smooth operations after launch. Whether it is adding new features, optimizing performance, or updating integrations, we are here to keep your platform stable and efficient.

 

With Amigoways, your investment platform stays secure, reliable, and built for growth while you focus on serving clients and expanding your business.

Easy and Convenient Investment Experience

Investors can open accounts, upload documents, and monitor performance online without the need to visit branch offices. Real-time confirmations, statements, and reminders make the investment process simpler and stress-free.

Transparency and Clarity

Digital platforms provide investors with full visibility from performance dashboards to transaction records. Clear and accessible information helps reduce confusion and reinforces transparency in every interaction.

Access from Anywhere

Websites, mobile apps, and partner platforms give clients the flexibility to manage their investments whenever and wherever they want. This ensures convenience for investors in both urban and rural areas.

Security and Compliance

Digital systems safeguard sensitive investor information and financial records through strong encryption, secure logins, and compliance-focused processes. This ensures regulatory requirements 

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Our Expertise, Your Advantage

Modern Digital Solutions for the Investment Industry

At Amigoways, we focus on creating digital platforms that make investment management simpler and more transparent. Our mission is to help firms serve clients better by streamlining portfolio operations, improving reporting accuracy, and reducing manual work, so you can grow confidently in a competitive market.

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Technology Experts for Supply Chain and Logistics Solutions
Experts in Investment Technology

We understand the specific needs of investment firms, from secure account creation and transaction oversight to compliance monitoring and client communication. By bringing all these functions into one dependable system, we help businesses run smoothly and keep clients informed.

Tailored Software Solutions for Logistics and Supply Chain
Solutions Designed for Your Business

Every investment organization has unique requirements. We build technology that fits your structure, whether you manage funds, provide brokerage services, or offer financial advice. Our platforms cover everything from account onboarding and portfolio tracking to regulatory reporting and performance insights.

Streamlined Logistics Operations Through Digital Innovation
Simplifying Loan & Customer Management

Managing loans doesn’t have to be complicated. Our software helps you process applications, approve loans, track repayment schedules, and maintain borrower records in one place. With mobile access and easy-to-use dashboards, your team can respond faster and serve customers without delays.

Scalable Logistics Platforms Built with Modern Technologies
Scalable and Reliable Platforms

As your company grows, your technology must keep up. We deliver platforms that are secure, flexible, and adaptable to larger client bases, growing assets under management, or new services without disruption.

Digital Ecosystem for Logistics Clients, Agents and Partners
Connected Operations for Teams and Advisors

Our solutions improve communication between advisors, analysts, and clients. Real-time updates and collaboration tools ensure that your teams and partners work together efficiently across every step of the investment process.

Secure and Compliant Logistics Software Solutions
Secure and Compliant Technology

Protecting investor data is non-negotiable. Our systems feature strong encryption, user access control, and compliance-ready reporting to meet industry regulations. With digital KYC and audit-friendly records, your firm remains dependable and trustworthy.

Our Lending Websites & Applications

Our Lending Websites & Apps

At Amigoways, we build reliable, high-performance websites and mobile apps designed for the lending industry. From digital loan application portals to repayment tracking systems, our solutions make lending processes faster, clearer, and more convenient for both customers and financial institutions. We focus on secure functionality, user-friendly design, and scalable features that support growth and compliance. Whether you’re a bank, NBFC, microfinance institution, or peer-to-peer lending platform, our websites and apps are tailored to streamline loan applications, improve communication with borrowers, simplify collections, and deliver a seamless experience across devices.

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6Boost

6Boost UK

6Boost UK specializes in high-performance automotive parts and upgrades. We developed a sleek, fast-loading website optimized for showcasing products with detailed specifications, high-resolution images, and easy navigation. The platform supports secure online transactions, real-time stock updates, and customer account features that make purchasing seamless from desktop or mobile.

Auto Extreme Ltd

Auto Extreme Ltd, a leader in supplying after market wheels, suspension, and specialist auto parts, needed a powerful e-commerce site designed for speed and reliability. We created a platform with advanced product filtering, VIN-based fitment search, and integrated payment systems  giving customers a smooth browsing and buying experience while enabling the business to manage inventory and orders effortlessly.

Auto Extreme Ltd
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Our Development

Types of Jewellery & Digital Gold Industry Apps We Developed

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Amigoways develops tailored apps for the Jewellery and Digital Gold industry, including eCommerce platforms, digital gold investment solutions, inventory management systems, and customer engagement tools

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Digital Gold Platforms
Digital Gold Platforms

We develop robust platforms for buying, selling, and managing digital gold investments. These apps provide real-time price updates, secure transactions, and portfolio management tools, catering to both individual investors and institutional clients.

Jewellery Design and Customization Apps
Jewellery Design and Customization Apps

Our apps enable users to design and customize jewellery pieces virtually. Features include 3D visualization, gemstone selection, and personalized engravings, allowing customers to create unique, bespoke jewellery from their devices.

Inventory Management Systems
Inventory Management Systems

We offer advanced inventory management solutions for jewellers and gold traders. These apps help track stock levels, manage supply chains, and forecast demand, ensuring efficient operations and reduced inventory costs.

Augmented Reality AR Try-On Apps
Augmented Reality (AR) Try-On Apps

Our AR apps allow customers to virtually try on jewellery pieces before purchasing. Using a smartphone or tablet, users can see how different designs look on them, enhancing the online shopping experience and increasing engagement.

Blockchain-Based Provenance Tracking Apps
Blockchain-Based Provenance Tracking Apps

We create apps that leverage blockchain technology to provide transparent tracking of jewellery and digital gold provenance. These apps ensure authenticity and secure ownership records, fostering trust and confidence among buyers.

Digital Wallets for Gold Assets
Digital Wallets for Gold Assets

We develop secure digital wallets for storing and managing digital gold assets. These wallets offer features like transaction history, real-time valuation, and secure access controls, facilitating smooth and safe gold transactions.

Jewellery Marketplace Apps
Jewellery Marketplace Apps

Our marketplace apps connect buyers and sellers of jewellery and digital gold. They include features such as product listings, reviews, and secure payment gateways, offering a seamless and interactive buying and selling experience.

Custom Web Development
Custom Web Development

We provide apps that use AI to offer personalized investment advice in the gold market. These apps analyze market trends and individual preferences to recommend tailored investment strategies and portfolio adjustments.

Customer Relationship Management (CRM) Systems
Customer Relationship Management (CRM) Systems

Our CRM apps are designed for jewellery businesses to manage customer relationships effectively. They include tools for tracking interactions, managing customer data, and automating marketing campaigns to improve client engagement and retention.

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