Custom Investment Management Software
Antematter delivered custom investment management software for a Texas quantitative and fundamental investment firm, and the platform now cuts portfolio review time by 50 percent and KYC approval time by 40 percent. The firm's investors held accounts at several brokerages, with no single view of their money. The new platform aggregates every position, automates compliance workflows, and gives each role its own dashboard. Advisors now manage $10M+ in AUA apiece.
The Client
The client is a Texas investment firm in the quantitative and fundamental space. It focuses on the next generation of internet technologies and invests across public and private markets. The firm bases its decisions on data science, in-house technology, and investment experience.
The firm works closely with founders and portfolio companies to help them grow. It also advises entrepreneurs, family offices, institutions, and wealth managers on building long-term technology investment strategies.
Serving those audiences well called for its own platform, so the firm partnered with Antematter to design and build one.
The Problem: Fragmented Portfolios and Manual Compliance
Most customers held accounts at several brokerages and had no way to see them together. Informed decisions got harder with every new account.
Retail investors also lacked access to structured investment strategies or professional managers without going through traditional firms.
And the professionals were buried in prep work (reports, performance tracking, client communication), which limited how many clients each advisor could support.
The Solution: Custom Investment Management Software Development
The engagement ran end to end: Antematter designed and built the platform in four phases, each shipping working software on a growing base. The same blueprint fits custom wealth management software for registered investment advisers (RIAs) and family offices.
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Phase 1: Core Backend and Ledger
The foundation handles user roles, encrypted transactions, and core financial operations (deposits, withdrawals, internal transfers), all backed by a complete transaction ledger. Admin users got dedicated tools for KYC workflows and client verification.
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Phase 2: Brokerage Aggregation
Users link their existing brokerage accounts through a secure OAuth 2.0 brokerage account aggregation API. Once connected, every position appears in one unified dashboard.
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Performance Tracking: TWR and MWR
The platform tracks time-weighted return (TWR) and money-weighted return (MWR) side by side.
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Phase 3: Access Control by Role
Permissions run through every level of the platform. Investors monitor portfolios, managers oversee client accounts, advisors deliver personalized guidance, and administrators control access, configurations, and strategies. Each role sees only what its job requires.
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Phase 4: Frontend and Investor Portal
A responsive frontend connects the whole platform. Each dashboard matches the user's job, with clear navigation from onboarding through performance tracking: an institutional-grade tool in a design ordinary investors can use.
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Strategy Workflows
Administrators create and publish investment strategies. Managers assign clients to those strategies and track progress in real time.
Architecture
Investment platforms depend on their infrastructure. This platform runs as a multi-tier system, containerized and continuously deployed:
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Multi-Tier Services
The backend holds the data, business logic, and user sessions. A modern JavaScript frontend connects to a central API layer, and role-based permissions are enforced at every tier, not just the login screen.
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OAuth 2.0 Brokerage Integration
The aggregation layer uses OAuth 2.0 to connect to major brokers, pulling custodial and brokerage data into the platform once the user consents.
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Audit Logging and Compliance
Every sensitive action is logged for auditing, and the system meets standard compliance requirements for secure financial platforms.
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Containerized Infrastructure with CI/CD
Services run in containers with CI/CD pipelines for reliable testing and fast deployment. The architecture supports 10,000+ concurrent users and high-throughput transaction volume every day.
The Outcome
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Portfolio Reviews 50% Faster
Every brokerage account in one dashboard cut time spent reviewing portfolios by about 50 percent.
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KYC Automation for Investment Firms
Admins process KYC approvals through a streamlined onboarding flow. Review times dropped by about 40 percent.
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Advisor Capacity
Managers oversee up to hundreds of clients, or $10M+ in AUA per advisor.
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Reach and Headroom
The platform aggregates 5-10 major brokerage firms, supports 10,000+ concurrent users, and saves professionals hours of manual effort each week.
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Market Appeal
Structured investment products and distinct user roles made the platform more attractive in its market, and user engagement rose.
From here, the firm will keep adding strategies and users on this foundation. The containerized architecture supports that growth.
Frequently Asked Questions
What is brokerage account aggregation?
Users connect their existing brokerage accounts through secure OAuth 2.0 APIs, the same consent-based flow used to sign in to other services. One dashboard then shows every position across 5-10 major brokers, with no manual statements. On this platform, aggregation feeds the ledger, the dashboards, and the performance reports.
Time-weighted vs money-weighted return: what's the difference?
Time-weighted return (TWR) removes the effect of deposits and withdrawals, so it shows how the strategy itself performed. Money-weighted return (MWR), the internal rate of return, includes those cash flows, so it shows the investor's actual experience. The platform tracks both.
How long does custom investment software take to build?
The schedule depends on scope, so there is no honest single number. This platform shipped in phases: the core ledger and KYC backend first, then brokerage aggregation, access control, and the frontend. Each phase delivered working software the firm could put in front of users.
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