Financial Software Solutions

Tailored Software Platforms For The Financial Sector

We at Ivan Infotech develop tailored financial software solutions to accommodate all the requirements of the finance sector.
Our custom-tailored platforms can be leveraged for insurance, portfolio management, taxes, accounting and financial plans.

  • Accounting

    Accounting

  • Insurance

    Insurance

  • Financial planning

    Financial Planning

  • Portfolio management

    Portfolio Management

  • Taxes

    Taxes

Custom-built Financial Systems For Accounting

Our team of financial software development experts bring you unique accounting software development in terms of AIS architecture, API programming, API integration, creating bookkeeping apps and more.

Custom-built Financial Systems For Accounting
Accounts & Invoice Receivables

Accounts & Invoice Receivables

Our software integrations facilitate automated generation of reports, uploading of inventory spreadsheets, creation of purchase orders (downloadable), and so on.

Accounting Information Solutions

Accounting Information Solutions

Within financial software solutions, our experts deliver accounting software and AIS architectures equipped with CRM, asset tracking, ERP, vendor management together with further finance management platforms.

Mobile-Driven Accounting Applications

Mobile-Driven Accounting Applications

Within financial software solutions, our developers create mobile accounting applications that are optimised for any and all platforms and have the capacity to bring automation to all accounting operations.

Customized Financial Solutions
For Portfolio Management

In terms of financial software solutions, our team offers software systems for the management of portfolios.
We create portfolio management solutions that take into account risk analysis, fund management, investment, as well as stock trading apps on a consolidated system.

Dashboards For Managing Portfolios

Dashboards For Managing Portfolios

We have an adept financial software development team with considerable experience in creating dashboards for portfolio management. These dashboards are decked out with trade algorithms, asset management integration, embedded ticker symbol database, historical data analysis tools, and more.

Risk Analysis & Management

Risk Analysis & Management

With our financial software solutions, our developers deliver risk-mitigation software with the ability to test stress and risk scenarios in an effort to detect and evaluate contingencies as well as financial investments of a high-risk nature.

Modules For Investment Data

Modules For Investment Data

Our systems serve to incorporate your investment data in several formats in accordance to a range of investment solutions.

Customized Financial Solutions For Portfolio Management

Tailored Software Development For Financial Planning

A key offering within our financial software solutions is financial planning systems.
We design our financial planning solutions to systematise routine operations from invoice generation to report creation,to name but a few of the features.

Customized Software for Financial Planning
Financial Planning Solutions

Financial Planning Solutions

We offer you access to mission-critical data via our robust financial planning platforms that allow operational efficiency and smooth data sharing in real-time.

Designing Financial Dashboards

Designing Financial Dashboards

We design financial dashboards that deliver data insights in real-time, behaviour monitoring, quick-view, all-inclusive budget management centres among other features.

Algorithms For Financial Planning

Algorithms For Financial Planning

By means of programmable business logic layers, we develop dynamic manual controls and automated rule engines. They are used to distribute funds and assess cash flow alongside KPIs.

Platforms For Financial Analysis

Platforms For Financial Analysis

We have an experienced financial software development team to develop solutions through which users are able to seamlessly conduct financial analysis. The solutions we create automatically generate reports in terms of inventory turnovers, KPIs, return on investment (ROI), payment and inventory turnovers, current & quick ratios as well.

Custom Financial Solutions For Tax Preparation

Our team of financial software development experts are adept at building tax preparation solutions. The system consolidates data from banks and other financial organisations to automatically compute taxes and generate personal as well as business tax reports.

Software Modules For Tax Forms

Software Modules For Tax Forms

Our system creates a diverse range of automated tax forms such as 1040 EZ, 1040, 1099, etc. which helps data communication integrations to servers. Our software also enables real-time information validation.

Tax Software For Small Businesses

Tax Software For Small Businesses

Configured with e-commerce technology, expense log imports, state-by-state tax policies, among other features, to facilitate the work of small company owners, independent contractors, as well as freelancers.

Applications For Tax Calculations

Applications For Tax Calculations

Additionally, we deliver tax calculator apps within our financial software solutions. Through apps like these users can compute their tax liabilities in accordance to tax policies of their locality. Automatic refunds estimation can be performed through the software as well as exemptions, tax credits, deductions and so on.

Custom Financial Solutions For Tax Preparation

Custom-built Software For Insurance

We create personalised insurance platforms to bring in automation in insurance operations. Our financial software development solutions are configured to empower insurance businesses with the efficiency and drive to function at peak levels.

Custom-built Software For Insurance
Platform Document Management

Platform Document Management

We design sophisticated document management systems (DMS) that are cloud-based. These systems are decked out with custom logic, search capacities, and document capture modules on one unified platform.

Mobile App for Insurance

Mobile App for Insurance

Our team builds hybrid and cross-platform mobile applications that help policy holders in several ways. They are designed to start, pause, resume and stop coverage, together with submitting and reporting claims & handling coverage policies.

Solutions To Create Insurance Quotes

Solutions To Create Insurance Quotes

Using Ivan Infotech’s advanced quoting solutions enables you to easily implement qualitative risk assessments, compute insurance premiums, quote multiple carriers, and underwrite algorithms.

Platform for Insurance Underwriting

Platform for Insurance Underwriting

We deliver sophisticated financial software solutions to facilitate the digitisation of underwriting activities and render enhanced customer experiences, accelerated turnaround times, quicker prospect-to-customer conversions, and more.

Contact Us

Drop us a mail or call us anytime to get answers for all your queries to initiate a new journey towards advancements.

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Happy Customers

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Repeat and Referral Business

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