Financial-services delivery focus
Technology consulting for financial-services operations
SoloSoft has extensive experience developing solutions for business areas across financial services, including stock exchanges, depositories, custodial services, brokerage firms, mutual funds, rating agencies, portfolio-management companies, and foreign-exchange and money markets.
Our experience includes technology initiatives in:
SoloSoft serves global financial-services organizations including stock exchanges, brokerage firms, mutual funds, and rating agencies.
Selected work
Financial-services project evidence
Explore real SoloSoft work supporting data access, advisory workflows, and insurance operations.
Data warehouse reporting portal
Created a portal that makes business reporting and warehouse data easier for users to access, organize, and apply in day-to-day decisions.
View case study Advisory operationsTax advisory client portal
Delivered a focused portal experience for a financial-services organization, supporting a clearer path between advisory teams, client information, and services.
View case study Insurance operationsDealer management solution
Built an account-management experience for an insurance organization to improve how dealer relationships and related business activity are handled.
View case studyRelevant capabilities