Portfolio & investment platforms
Real-time holdings, P&L, asset allocation and performance reports for investors, advisors and wealth managers.
From investment dashboards and lending platforms to algorithmic trading bots and AI assistants — we build financial technology that is fast, secure and fully under your control.
We design and develop web and mobile financial applications with bank-grade security, clean UX and the integrations your business depends on.
Real-time holdings, P&L, asset allocation and performance reports for investors, advisors and wealth managers.
Loan origination, EMI schedules, collections, credit-scoring workflows and borrower portals for lenders and NBFCs.
UPI, card and payment-gateway integration, wallets, subscriptions, refunds and reconciliation.
GST-ready invoicing, expense tracking, ledgers and financial reporting tailored to how you work.
Digital onboarding with document capture, eKYC/verification APIs and secure customer records.
Live dashboards and automated reports that turn transaction data into clear, actionable insight.
Rule-based or AI-powered, every bot we build is tested, monitored and logged — with clear controls so you stay in charge.
Illustrative example — not real trading data.
Your strategy, automated: signal generation, order execution, stop-loss and position management via broker/exchange APIs.
Test ideas on historical data with fees and slippage, then validate with paper trading before going live.
Price, indicator and news alerts delivered instantly to Telegram, WhatsApp, email or your app.
Customer-support and sales assistants trained on your data for your website, WhatsApp and Telegram.
Automate data entry, reconciliations, reports and repetitive back-office tasks across your tools.
Collect, clean and summarise data from APIs and portals into scheduled reports and dashboards.
Every order passes through independent risk checks, and every decision is logged — so you can always see what the bot did and why.
Live & historical feeds
Your rules or models
Limits, stops, kill-switch
Broker / exchange APIs
Dashboards, logs, alerts
Financial software leaves no room for shortcuts. Security, reliability and auditability are designed in from day one, and we work alongside your compliance team on regulatory requirements.
We document your strategy or product requirements, data sources, risk limits and success criteria.
We develop the application or bot and validate it against historical data and edge cases.
Run in a sandbox or paper-trading mode with real-time data until results match expectations.
Gradual rollout with monitoring, alerts and ongoing support — you keep full control.
Disclaimer: MogamiSoft is a technology company. We design and develop software to your specifications and do not offer investment advice, portfolio management or trading signals. Trading in financial markets involves risk; past or simulated performance does not guarantee future results.
Tell us about your strategy or product idea. We will reply within one business day with an approach, a timeline and next steps.