Build finance asset management software with AI
Track portfolios, log transactions, and view summaries in an AI-powered system built with AI to fit your firm's specific workflows.
Build exactly what your firm needs
Customize your asset management setup with the exact steps and views your team needs. Add features as portfolios evolve—no code ever needed.
Portfolio performance tracking
Asset transaction logging
Document and contract storage
AI-powered portfolio summaries
Client portal access
Budget and cost monitoring
Bring all your portfolio data together
Connect investment feeds, transaction logs, and risk data with real-time sync—or manage everything in Softr Databases. Create one source of truth for your finance team.
Give every user a custom, secure experience.
Give each client and advisor the right views and access in a branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Your asset software is mobile-ready by default. Turn it into a downloadable app so advisors can check performance on the go with one click.
Works on any device
Your asset software is mobile-ready by default. Turn it into a downloadable app so advisors can check performance on the go with one click.
Automations
Build native automations with Softr Workflows to handle transaction alerts, rebalancing notifications, and automated status updates.
User groups
Provide separate logins for investors and portfolio managers, ensuring each person sees only the assets and reports relevant to them.
Advanced permissions
Apply granular rules to control who can edit transaction logs, view sensitive tax documents, or manage client contact details.
Security
Protect sensitive financial information and investor data. Softr is fully compliant with SOC2 and GDPR regulations out of the box.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your asset management tool in minutes with AI—no manual configuration or developer time required.
Consolidate your stack
Add features like client reporting, cost monitoring, or automated summaries as your investment business grows.
Flexible as you grow
Start with asset tracking, then add secure client portals and team dashboards—all in one place with no extra fees.
Generate a custom finance asset management software now
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your finance asset management software
Describe your workflow. Softr's AI builds your asset management tool in minutes. No code required.