25
years in outsourced software
engineering
CUSTOM SOFTWARE FOR WEALTH & ASSET MANAGEMENT FIRMS
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From Spec to Production-Ready Wealth Management Software — in Weeks.
Wealth Management Software Built for Advisors Who Should Be Advising, Not Reporting
Suitability assessment, portfolio construction, compliance monitoring, and client reporting are operationally essential — but they shouldn't consume the time your advisors need to actually serve clients. BlastAsia builds wealth management and advisory software that handles the operational complexity so your team can focus on relationships and outcomes.
BlastAsia at a Glance
25
YEARS ENGINEERING EXCELLENCE
10+
COUNTRY CLIENT BASE
7.5
YRS AVG CLIENT LOYALTY
3+
WEALTH PLATFORMS DELIVERED
Suitability · KYC/AML · Data Privacy · Audit Trail · FCA (UK)
No commitment. Just talk to our consultant!
THE PROBLEM
Why Wealth Management Firms Outgrow Their Current Software
Wealth management is a relationship business. But the operational infrastructure underneath those relationships — suitability documentation, portfolio reporting, compliance monitoring, client communication — is increasingly what determines whether a firm can scale without proportionally scaling its back office.
Advisors spending more time on administration than clients
Suitability assessments assembled manually, reports generated in spreadsheets, client reviews prepared from multiple disconnected systems. The time your advisors spend on administration is time not spent on the relationships that drive retention and referrals.
Compliance workflows that can't keep pace with regulatory change
Consumer Duty outcome monitoring, suitability gating, MiFID II product governance, KYC/AML obligations — the compliance requirements on wealth management firms compound with every regulatory update. Manual compliance processes that worked at smaller scale become exposure at larger scale.
Client reporting that doesn't reflect a real-time view of their wealth
Clients expect consolidated, real-time visibility into their portfolio performance, asset allocation, and financial position — across all accounts, all family members, all asset classes. Delivering this from fragmented systems and manual assembly is unsustainable.
Legacy platforms that can't support modern advisory models
Enterprise wealth platforms built for large institutions are expensive to license, slow to configure, and architecturally mismatched with how modern wealth management firms actually operate. Building on top of them adds complexity without solving the underlying problem.
PRE-BUILT SOLUTION
WealthOS: The Wealth Platform Built for FCA-Regulated Advice
Before scoping a fully custom build, consider starting from a proven base. WealthOS is a production-ready wealth management platform covering the full advisory lifecycle — from digital onboarding through suitability, portfolio construction, settlement, and compliance monitoring. Currently optimized for UK FCA-regulated firms, and available for customization to other markets.
WEALTH MANAGEMENT · UNITED KINGDOM
WealthOS
The wealth platform built for FCA-regulated advice — digital onboarding to settlement.
Optimized For
United Kingdom (primary)
FCA-regulated firms
Available for customization
to other markets
WealthOS covers the full advisory lifecycle — digital onboarding, risk profiling, COBS 9 suitability assessment, portfolio proposals, order capture, settlement, and corporate actions — with FCA Consumer Duty outcome monitoring, MiFID II product governance, governed AI agents, and consolidated household portfolio management built in. Purpose-built for FCA-authorized wealth management and financial advisory firms on legacy platforms or spreadsheet-based suitability workflows.
THREE WAYS TO GO LIVE
PATH
WHAT IT INCLUDES
TIMELINE
Out-of-the-Box
Brand it, host it, go live — standard configuration, your logo and domain
Under a week
Configured
Extend with your specific custodian integrations, investment models, and advisory workflows
A few weeks
Custom Build
BlastAsia builds additional modules or a fully bespoke wealth platform using the Xamun Software Factory
Project-scoped
KEY MODULES
✓
Full advisory lifecycle: digital onboarding → suitability → portfolio proposals → order capture → settlement
✓
COBS 9 suitability gating — every proposal passes a MiFID II / COBS 9 suitability check before proceeding
✓
FCA Consumer Duty monitoring — outcome tracking built into every client interaction
✓
MiFID II product governance — target market, risk-reward, and distribution strategy versioned and locked
✓
Governed AI agents — autonomous agents (including idle-cash investment sweep) with tenant-wide kill-switch and policy gates
✓
Consolidated household portfolio — full family wealth consolidated at a glance
✓
KYC / AML triage — PEP, sanctions, and large-transaction signals with clear-or-escalate compliance queue
✓
Dealing desk & best execution — order management with pre-trade compliance
✓
Settlement & corporate actions — mandatory and voluntary corporate actions
✓
Explainable churn scoring — AI-scored client retention risk with ranked drivers and AI-drafted outreach
✓
Custodian integration — standards-native adapters plus config-driven onboarding for any custodian
✓
Role-based workspaces — adviser, client, compliance, operations, risk, analyst, discretionary manager, administrator
PROOF
Wealth & Financial Advisory Software We've Built
BlastAsia has delivered wealth management and financial advisory platforms for firms across the Netherlands and South Africa — covering personal financial planning, private banking, practice management, and financial advisor tooling.
FINANCIAL SERVICES · NETHERLANDS
Personal Finance Advisory Platform
A Dutch financial planning software provider needed a platform to help financial advisors, banks, and financial intermediaries deliver comprehensive personal finance planning and product advice to their clients. BlastAsia built a multi-module financial planning platform covering work and income, pension and retirement, mortgage and real estate, savings and investments, and loans and credit — with financial card visualization for advisors and consumers, and client data storage for ongoing advice relationships.
FINANCIAL SERVICES · NETHERLANDS
Private Banking SaaS Platform
A Dutch SaaS provider serving international private banks and wealth managers needed a unified, real-time platform to replace fragmented legacy systems. BlastAsia built a private banking platform with 16 integrated subsystems covering the full investment lifecycle — client information, financial instruments, assets, orders, fund management, risk, corporate actions, settlements, trade allocation, banking, reconciliation, payment processing, and management reporting. Supports stocks, bonds, futures, options, OTC funds, money market, mutual funds, and warrants.
FINANCIAL SERVICES · SOUTH AFRICA
Financial Advisor CRM & Practice Management Platform
A South African independent financial advisor platform needed a comprehensive CRM, practice management, compliance management, and financial planning tool for their advisor network — extended with a Business Needs Analysis module for structured client discovery. BlastAsia also built an iPad-based PDF editing and sync tool allowing advisors to download, annotate, and sync client documents in-session — streamlining client meeting workflows without disrupting the existing platform.
COMPLIANCE
Compliance Built Into the Architecture, Not Added After Launch
Wealth management software operates at the intersection of some of the most demanding regulatory requirements in financial services — suitability obligations, fiduciary duties, KYC/AML mandates, data privacy legislation, and product governance rules that change with every regulatory cycle. Software that treats these as configuration options rather than architectural constraints creates regulatory exposure that compounds with every client interaction.
BlastAsia treats compliance as a first-principles engineering decision on every wealth management project. Our delivery pipeline includes automated compliance scanning at every sprint, and our engineering teams have direct experience building to the suitability, reporting, and data governance requirements of regulated advisory environments.
Suitability Assessment
KYC / AML
Data Privacy
Audit Trail
Fiduciary Standards
FCA COBS 9 (UK)
FCA Consumer Duty (UK)
MiFID II (EU/UK)
UK GDPR / DPA 2018
FCA SYSC (UK)
WHO WE BUILD FOR
Wealth & Asset Management Firms We Build For
BlastAsia's wealth management software practice serves regulated advisory firms, asset managers, and financial planning businesses globally — from established wealth management companies on legacy systems to growth-stage advisory firms building their first purpose-built platform.
CORE SEGMENT
Independent Financial Advisory Firms
IFAs and independent wealth managers needing suitability-compliant advisory platforms, client reporting tools, and practice management software — built for how independent firms operate, not how large institutions assume they do.
CORE SEGMENT
Wealth Management Companies
Wealth management firms managing discretionary and advisory mandates across a client base — needing portfolio management, client reporting, compliance monitoring, and advisor workflow platforms that scale without scaling administration costs.
CORE SEGMENT
Asset Managers
Asset management companies needing custom platforms for fund management, portfolio analytics, investor reporting, and compliance documentation — built to the regulatory environment of their specific market and asset class.
ALSO SERVED
Family Offices
Single and multi-family offices needing bespoke wealth consolidation, reporting, and investment management platforms that provide a unified view across complex, multi-asset, multi-jurisdiction family wealth structures.
ALSO SERVED
Financial Planning Software Providers
Companies building financial planning tools for advisors, banks, and intermediaries — needing engineering partners with deep experience in personal finance modeling, suitability assessment, and advisor workflow design.
ALSO SERVED
Investment Platforms & Robo-Advisors
Digital investment platforms and robo-advisory operators needing AI-powered risk profiling, automated portfolio construction, rebalancing engines, and client-facing investment management tools built to regulatory specifications.
OTHER SOLUTIONS
Other Wealth Management Software We Can Build for You
WealthOS covers the core advisory lifecycle for most FCA-regulated wealth firms. For firms with requirements beyond what a pre-built platform can cover — or operating in different regulatory markets — BlastAsia designs and builds custom wealth management software from the ground up.
Portfolio Analytics & Reporting Platforms
Custom analytics platforms aggregating portfolio data across custodians, generating client-ready performance reports, and surfacing the allocation, attribution, and risk metrics your investment team and clients actually need — automatically and on schedule.
Risk Profiling & Scenario Modeling Tools
Custom tools for capturing client risk preferences accurately, modeling scenario outcomes across different market conditions, and documenting the rationale behind investment recommendations for regulatory and client record purposes.
Client Portal & Mobile Apps
Branded client-facing portals and mobile applications giving clients consolidated, real-time visibility into their wealth — portfolio performance, asset allocation, statements, and secure document exchange — across all accounts and family members.
Order Management & Trading Platforms
Custom tools that pull data from your loan management system and auto-generate regulatory submissions in the required formats for your jurisdiction — eliminating manual report assembly and reducing the risk of filing errors.
Compliance & Regulatory Reporting Tools
Custom platforms automating suitability documentation, Consumer Duty outcome reporting, MiFID II transaction reporting, and audit trail generation — reducing the manual compliance workload and ensuring regulatory submissions are accurate and on time.
Financial Planning Tools
Custom financial planning platforms for advisors and consumers — covering cashflow modeling, retirement planning, mortgage and tax analysis, and goal-based planning — integrated into your existing advisory workflow or built as a standalone planning tool.
Powered by Xamun.AI
The Tool We Use to Build Custom Lending Software
Wealth management software carries a high compliance burden and a low tolerance for error. Suitability logic, audit trail integrity, portfolio calculation accuracy, and regulatory reporting precision are non-negotiable — and they need to be treated as engineering requirements from the first sprint, not compliance features bolted on at the end.
The Xamun Software Factory's spec-first methodology is especially well-matched to wealth management projects — where precise requirement definition at the start of a project prevents expensive rework later, and where automated compliance scanning at every sprint means the codebase is always building toward a production-ready, audit-grade system rather than scrambling to catch up.]
Every wealth management platform BlastAsia delivers — including WealthOS — is owned outright by the client, deployed on their own infrastructure, and built with full source code transparency. No vendor dependency, no annual license, no black-box compliance layer.
80%
Codebase Auto-Generated
AI generates routine code so engineers focus on suitability logic, portfolio calculations, and compliance architecture.
2wk
Sprint Cadence
Working, tested software delivered every two weeks — with compliance scanning at every sprint, not just at launch.
<1wk
Out-of-Box Deployment
Precise functional specification agreed before any design or code begins — critical in regulated advisory environments where ambiguity is expensive.
100%
Code Ownership
Full source code delivered to you. Deployed on your infrastructure. No vendor lock-in and no black-box compliance layer.
