Contact usSoftware engineering for wealth management
Core Capital Tech
We build, integrate, modernize, and support financial software — from billing and advisor revenue platforms to client applications, data workflows, and complex system integrations.
Wealth management technology
Where we help
We work with organizations whose software has grown across multiple systems, vendors, teams, and business processes. The common thread is not a specific technology. It is the need to make important financial systems work together more reliably.
Billing, fee calculation, advisor compensation, revenue allocation, invoicing, and reconciliation often involve multiple systems, business rules, exceptions, and financial cutoff processes.
How we helpWe design, build, integrate, and evolve the applications and data workflows supporting these operations.
Financial data moves between custodians, Salesforce, internal applications, reporting platforms, scheduled processes, and downstream systems. These connections require reliable integration logic and a clear understanding of the data involved.
How we helpWe engineer APIs, ETL pipelines, scheduled jobs, batch processes, and application integrations that connect financial systems and support operational workflows.
Established financial applications need new features, reporting, access controls, integrations, and user experience improvements while continuing to serve advisors, clients, and internal operations.
How we helpWe provide ongoing product engineering, feature development, application modernization, and production support.
Organizational growth and acquisitions can introduce different applications, data models, technology stacks, and operational processes that need to coexist or become integrated.
How we helpWe assess existing systems and help integrate, modernize, consolidate, or continue operating them based on business requirements and technical constraints.
Our platform
Beyond custom engineering, Core Capital Tech offers WMS — a wealth management platform connecting advisor workflows, client portfolios, financial reporting, and documentation in one experience.
Designed for financial advisors and the clients they serve. WMS is our wealth management portal solution for firms that need a connected advisor and client experience.
Explore WMS
Services
We provide senior engineering support across the lifecycle of financial applications and platforms.
Build financial applications around the rules your operations depend on: billing, invoicing, advisor revenue allocation, and client or advisor workflows. Our experience includes building platforms from scratch and continuing to evolve them in production.
Read the Billing Management Platform case studyConnect custodians, CRM platforms, financial APIs, and internal applications. We work on the integration logic, scheduled processing, and downstream dependencies that keep financial workflows moving between systems.
Read the Revenue Split Platform case studyEngineer ETL pipelines, batch processing, reconciliation, and reporting workflows. Our billing work includes financial cutoffs, invoice generation, and integrations with scheduled processing and downstream reporting.
Read the Billing Management Platform case studyEvolve established financial applications through targeted changes to interfaces, data handling, infrastructure, and integrations. Our portal work covers onboarding, wealth reporting, permissions, and secure document workflows.
Read the Wealth Management Portal case studyMaintain and extend production applications as requirements change. We provide feature development, bug fixes, integration work, and engineering continuity across financial platforms, including a distributed advisor website estate.
Read the Multi-Site Advisor Platform case studySelected work
Examples of work across advisor technology, financial operations, billing systems, data workflows, and client-facing platforms.
Advisor technology · Digital platform
A platform supporting approximately 100 financial-advisor websites, centralized content management, static delivery, AWS infrastructure, and distributed content integrations.
Read case studyFinancial operations · Billing
A platform built from scratch and subsequently evolved to support financial billing and invoicing workflows, custodial fee rules, operational cutoffs, batch processing, and downstream integrations.
Read case studyRevenue operations · Advisor technology
A platform built from scratch to support centralized advisor revenue allocation, percentage-based revenue splits, transaction-related calculations, downstream billing integration, and ongoing evolution.
Read case studyClient portal · Platform modernization
A mature application maintained, improved, modernized, and evolved across client onboarding, wealth reporting, role-based access, secure document workflows, feature development, and production support.
Read case studyRelevant experience
Our experience spans software engineering, financial applications, systems integration, data processing, and long-term responsibility for production software, with specialized work across wealth management and advisor technology.
That experience includes end-to-end product development as well as the maintenance and evolution of established financial applications.
Our engineering team is based in Buenos Aires, Argentina, and works with organizations in the United States.
Selected experience was delivered prior to the formation of Core Capital Tech.Financial technology environments
We work across application development, cloud infrastructure, data systems, enterprise platforms, financial integrations, and operational tooling.
.NET / C# · Angular · PHP · AWS · REST APIs
SQL Server · SSIS · ActiveBatch · ETL · Batch processing · Reporting
Financial custodians · Salesforce · CRM integrations · Financial data workflows · Market data systems
Engagements
We structure engagements around financial applications, integrations, data workflows, and defined engineering responsibilities — from new platform development to long-term application ownership.
Design and build a new financial application, platform, integration, reporting system, or workflow.
Take long-term responsibility for an important application that needs continued development and support.
Connect systems, improve financial data workflows, reduce manual processing, and strengthen operational reliability.
Assess an existing application, integration environment, or workflow before defining implementation work.
Delivery
Financial systems require a clear understanding of business rules, data dependencies, integrations, workflows, and the people who depend on the software.
We begin by understanding the systems involved, the business rules they support, the people who use them, and the data that moves between them.
We use clear documentation, code review, testing, and release processes appropriate to the environment.
For long-running systems, continuity matters. We stay close to the application, its integrations, and the people responsible for operating it.
Contact us
Tell us what you are building, integrating, modernizing, or supporting. We can discuss the systems involved, the business requirements, and the engineering work needed.
Contact Core Capital Tech