Financial Software Development Services

Choose performance, adaptability, and rock-solid reliability.

Our ability to quickly scale up the processes across the entire system allows financial institutions to promptly respond to external and internal changes, such as mergers and acquisitions, management, and staffing changes, or interest rate fluctuations.

We understand that you operate with strict regulations and are under constant pressure to achieve ever tighter operational efficiency. Margasoft superior security, designed post-Sarbanes Oxley, allows keeping pace with ever-changing competitive and regulatory environments. Our expertise in financial compliance management and reporting eliminates the need to rely on other systems to aggregate the data needed for the statutory reporting.

We have some prominent histoty behind

For more than a decade, we have been providing our financial services and capital market clients with software solutions which add tangible value to their business:

  • Data analysis and reporting for one of the big three agencies
  • CRM for a four mln client bank
  • The equity electronic trade flow monitoring system that is processing over 100 million transactions a day
  • Financial and economic modeling system enabling business and financial institutions to deliver better services
  • Data warehouse and analytics systems for asset managers
  • Bond portfolio management service

We are experts in financial software development

Our technical knowledge and domain expertise cover all areas of the financial services and capital markets. Our software solutions are financially innovative and enhance business productivity.
Over the past decade, we have built internal and external financial platforms requiring various levels of security and data management.
Staying up to date on compliance practices (SOX, PCI, GLBA, BASEL II) and understanding the complexity of the financial reporting (FIX, FORM PF, AIFMD) has allowed us to get you to market faster and stronger.

We are Specialized in Most Trending Financial and Banking Development Services

FIX Integration

Financial Software Development Services by Margasoft

Financial service entities are investing heavily in optimizing electronic trading and employing direct market access (DMA) to transact in a cost-efficient manner and increase their speed to financial markets. Minimizing the trade cost and keeping latency low, requires an understanding of the Financial Information Exchange Protocol (FIX).
We offer you our vast experience in integrating means of electronic trade-communication and security requirements to many order management and trading systems.

Portfolio Management

Portfolio Management System by Margasoft

Portfolio management and investment analysis is the art of examining your current spread of investments to determine how effective the ratio and policies are in achieving your specific goals. It balances your risk level against the performance of various stocks, bonds, funds, and other types of investments to efficiently allocate the money you are interested in investing. Whether you are an individual looking to manage your financial portfolios, a professional money manager, a trader, a financial advisor, a portfolio manager, a hedge fund manager, or a broker, staying on top of investment portfolio management leaves you one step ahead of the rest of the field.
For tracking and managing multiple portfolios for yourself or your clients, including numerous IRAs, 401(k) and investment portfolio accounts, brokerage trading accounts, stocks, bonds, fixed assets, derivatives, high yielding savings accounts, international assets, structured instruments, etc., you'll need a top investment portfolio management software program to stay on top of it all.

Key Features of Portfolio Management Systems developed by Margasoft:
  • Multiple Portfolio Views: asset allocations, geographic regions, sectors, performance comparisons
  • Import transaction capability from banks and brokerage accounts
  • Cost basis tracking
  • Capital gains/loss estimates
  • Brokerage accounts
  • “What if” analysis
  • Technical analysis - stochastics, RSI, trend analysis, moving averages
  • Stock Purchases
  • Stock sales and many others

Trading Solutions

Increase  efficiency and manage risks with Automated trading systems

Automated trading systems are becoming more and more popular among professional traders, fund managers, and individual investors alike. Bigger enterprise players continue to invest in more sophisticated trading, algorithmic trading, and high-frequency trading as those platforms can execute orders at speeds and magnitude more significant than any human equivalent.
Apparently, the success of the overall system depends on how well the rules perform. High volumes of trades could delay historical data series delivered by exchanges. Therefore, intraday and end-of-day data availability and quality are critical to strategic success. Another crucial point in quantitative data mining is quick access to historical data series.
When developed and appropriately deployed, a trading system increases efficiency, manages risks and most importantly increases your profits per trade. Our knowledge of trading and successful implementation of custom data mining platforms for large volume high-frequency data logging brings additional benefits for those firms who use quantitative data analysis in trading. Margasoft also has an experience in building effective back-testing and forward testing systems that optimize the results obtained both with the historical and real-time market data.

Order Management Systems

Order Management Systems by Margasoft

With well-designed Order management systems (OMS’s) you'll facilitate and manage the order execution of securities, typically through the FIX protocol. OMS's allow you to input (change, cancel and update) orders to the system for routing to the pre-established destinations. OMSs developed by Margasoft provide multi-asset functionality for both buy-side and sell-side and fully automate order fulfillment cycle.

Order Management Systems developed by Margasoft allow to:
  • Place orders, process drop, shipments, and amend existing orders from a single domain
  • View transactions and order statuses live while maintaining order history for future up-selling and reporting
  • Calculate minimum order quantities and thresholds, based on previous order history and current inventory data
  • Automatically update the state of an executed order and send an execution report to the order's originating firm
  • Direct market access and algorithmic trading functionalities for a sell-side

Want to see the development cycle in action?

Regulations And Guidelines In Finance Industry

Our knowledge of the financial industry comes from building multiple platforms that require extensive security and data protection while upholding compliance requirements such as SOX, PCI, GLBA, and BASEL II.

  • Since early 2012, Form PF has been one of the hottest regulation topics in the hedge fund industry. The first filing deadline for substantial hedge funds passed on August 29th, 2012, and smaller hedge funds had to file in 2013.
  • The Alternative Investment Fund Managers Directive (AIFMD) that took effect in July 2013 has become one of the hottest regulatory topics in the European fund management industry, introducing a long list of new compliance challenges that must be addressed quickly. Reporting requirements under AIFMD Article 3 and Article 24 are among those challenges.
  • Open Protocol Enabling Risk Aggregation (OPERA) are reporting procedures for collection, collation, and processing of hedge fund risk information.
  • Foreign Account Tax Compliance Act (FATCA) was enacted in 2010 by Congress to target non-compliance by U.S. taxpayers using international accounts. FATCA requires foreign financial institutions (FFIs) to report to the IRS information about financial statements held by U.S. taxpayers, or by foreign entities in which U.S. taxpayers own a substantial ownership interest.
  • IFRS Taxonomy is the Extensible Business Reporting Language (XBRL) representation of International Financial Reporting Standards (IRFSs). The XBRL is a freely available, open, XML-based standard for exchanging business information. IFRS Taxonomy includes International Accounting Standards (IASs), Interpretations, and the IFRS for Small and Medium-sized Entities (SMEs). The purpose of development of IFRS Taxonomy was to address the need of an electronic standard to pass on the IFRS financial information.