Financial Software Solution

Custom-built software solutions for the Financial domain

Ivan’s custom-built financial software solutions cater to every need of the finance industry professionals.
Our tailor-made solutions can be used for portfolio management, insurance, accounting, taxes, and financials.

Tailor-made financial software solution for accounting

Our financial software development team offers custom accounting software development services including AIS architecture,
developing book keeping apps, API programming and integration, etc.

Tailor-made Financial Software Solution for Accounting
Accounting Information Systems

Accounting information systems

Under financial software solutions, our developers offer AIS architectures and accounting software that are integrated with asset tracking, vendor management, CRM, ERP and other financial management programs.

Accounts and Invoice Receivables

Accounts and invoice receivables

These software modules help to automatically generate reports, upload inventory spreadsheets, create downloadable purchase orders, etc.

Mobile-based Accounting Applications

Mobile-based accounting applications

Under financial software solutions, we offer mobile accounting applications that are cross-platform compatible and can automate entire accounting workflows.

Tailor-made financial software development
for portfolio management

Under financial software solutions, Ivan Infotech offers software solutions for managing portfolios.
Our portfolio management solutions include stock trading, fund management, investment, and risk analysis apps on a central platform.

Dashboard for Portfolio Management

Dashboard for portfolio management

Our financial software development team can develop portfolio management dashboards that have an in-built ticker symbol database, asset management modules, historical data analysis tools, trade algorithms, etc.

Risk Analysis and Management

Risk analysis and management

Under financial software solutions, we offer risk-mitigation solutions that can help to model risks and test stress scenarios for identifying and accessing contingencies and high-risk financial investments.

Integration of Investment Data

Integration of investment data

Our solutions can help to integrate your investment data in multiple formats present across various investment platforms.

Tailor-made Financial Software Development for Portfolio Management

Customized software for financial planning

One of the star offerings under financial software solutions is our financial planning software.
Our financial planning software is designed to organize the day-to-day process from invoicing to report generation and more.

Customized Software for Financial Planning
Financial Planning Software

Financial planning software

Our financial planning software solution offers you ready access to mission-critical information and enables real-time data sharing and operation management.

Designing Financial Dashboard

Designing financial dashboard

Create financial dashboards that offer real-time data insights, quick-view behaviour, complete budget control centres, summaries, and more.

Algorithms for Financial Planning

Algorithms for financial planning

Using programmable business logic protocols, create automated rule engines and dynamic manual controls for distributing funds and evaluating cash flow against Key performance indices.

Software for Financial Analysis

Software for financial analysis

Our financial software development team has created a solution that helps automatically perform financial analysis. Our software auto-generates reports for KPIs, current and quick ratios, payment and inventory turnovers, profit margins, return on investment (ROI), and more.

Financial software solution for custom tax preparation

Our financial software development team has come up with a solution that helps in preparing tax reports automatically. The software auto-calculates taxes by assimilating data from banks and other financial intermediaries and prepares reports of personal and business taxes.

Tax Software for Small Businesses

Tax software for small businesses

Designed with e-commerce software, state-by-state tax standards, expense log imports, and more for freelancers, independent contractors, and small company owners.

Software Integration of Tax Forms

Software integration of tax forms

Our software automatically creates various tax forms including 1040, 1040 EZ, 1040 A, etc. for integration of data communication to servers. Our software also enables real-time information validation.

Application for Calculating Taxes

Application for calculating taxes

We also offer tax calculator applications under financial software solutions. These applications help in calculating your tax liabilities following local tax rules. The software also estimates refunds automatically and validates tax credits, deductions, exemptions, and more.

Financial Software Solution for Custom Tax Preparation

Insurance software solutions

The custom-built insurance software applications offered by our financial software development team automates the insurance process. The software applications are designed to assist insurance companies to drive productivity and momentum.

 Insurance Software Solutions
Systems for Managing Documents

Systems for managing documents

Create document management systems (DMS) with document capture modules, search capabilities, and custom logic all stored in one place.

Mobile Insurance App

Mobile insurance app

Develop cross-platform and hybrid mobile apps that allow policyholders to start, terminate, and pause coverage, as well as report/, submit claims and manage insurance policies.

Software to Generate an Insurance Quote

Software to generate an insurance quote

Our sophisticated quoting solution helps you calculate insurance premiums, underwrite algorithms, quote multiple carriers, and perform qualitative risk assessments.

Insurance Underwriting Platform

Insurance underwriting platform

Our unique financial software solution helps digitize the process of underwriting and delivers superior customer experiences, faster turnaround times, shorter prospect-to-customer lifecycle, etc.


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