Wealth Management Software Development: 2025 Pricing Guide

Wealth Management Software Development: 2025 Pricing Guide

Blog Article

Custom wealth management platforms cost $400K-$1.2M in 2025, with robo-advisor modules adding $200K-$400K. Portfolio management dashboards account for 25-35% of budgets, while tax optimization algorithms contribute $150K-$300K. Integration with market data feeds adds $100K-$200K, and client reporting automation costs $75K-$150K. Firms should budget for FINRA/SEC compliance features (adding 15-25% to costs) and allocate $50K-$100K annually for performance analytics updates. Cloud deployment reduces infrastructure expenses but requires rigorous data encryption for sensitive client information.