Platform Engineering
Custom trading platforms, portfolio management systems, and client portals built for regulated financial services — not repurposed SaaS templates. We engineer the infrastructure RIAs and broker-dealers depend on to operate, report, and serve clients at scale.
The challenge
Legacy Platforms Are Holding Firms Back
Most RIAs run on a patchwork of legacy platforms, manual spreadsheets, and off-the-shelf tools that were never designed for the complexity of modern wealth management. Portfolio reporting lives in one system, client communications in another, and custodian data arrives through fragile integrations that break without warning.
Off-the-shelf platforms promise everything but deliver generic workflows that do not account for SEC reporting obligations, multi-custodian data reconciliation, or the specific operational requirements of firms managing discretionary portfolios. You end up paying enterprise license fees for software that still requires manual workarounds for the things that matter most.
The regulatory burden compounds the problem. Every system that touches client data must maintain audit trails, enforce access controls, and produce documentation that survives an SEC examination. Generic development shops build features — they do not build platforms that satisfy regulators, integrate with custodians, and scale under the operational demands of a growing advisory practice.
What we build
Platform Engineering Services
Portfolio Management & Reporting Systems
Custom portfolio reporting platforms with performance attribution, benchmark comparison, and client-facing dashboards that pull directly from custodian data. Automated composite reporting, GIPS-compliant performance calculations, and real-time portfolio analytics built for how your firm actually operates.
Client Portal Development
Secure, branded portals where clients view holdings, download statements, access tax documents, and communicate with their advisory team. Role-based access controls, multi-factor authentication, and audit logging designed to meet SEC and FINRA requirements for electronic client communications.
Trading & Order Management
Order management system integration, trade execution workflows, and model portfolio rebalancing tools connected to your custodian platforms. Pre-trade compliance checks, block trading allocation, and automated reconciliation that eliminates manual trade processing errors and reduces operational risk.
Custodian API Integrations
Real-time and batch data feeds from Schwab, Fidelity, Pershing, and other major custodians. Account opening automation, position and transaction synchronization, fee billing integration, and document retrieval APIs that eliminate manual data entry and keep your systems in sync with custodian records.
Why financial services is different
Not Every Dev Shop Can Build for Finance
Financial services platforms operate under constraints that generic software development firms do not understand. Every feature must account for regulatory requirements, audit trail obligations, and the operational reality of managing other people's money under fiduciary duty.
Real-time data demands are non-negotiable. Portfolio values must reflect current market prices. Trade executions must flow through compliance checks before reaching custodians. Client portals must display accurate, up-to-the-minute holdings — not stale data from last night's batch process. Building systems that handle this reliably requires deep familiarity with custodian APIs, market data feeds, and the reconciliation workflows that keep everything consistent.
Every interaction with client data must be logged, access must be controlled, and changes must be traceable. SEC examiners expect to see who accessed what, when, and why. Generic dev shops build features — SSG builds platforms that produce the audit evidence your compliance team needs when regulators come asking questions.
Our commitment to security
SOC 2 Type II Certified
We do not just build platforms — we secure them. SSG is SOC 2 Type II certified, which means the same security controls we implement in your systems are independently audited in our own operations.
SOC 2 Type II certification requires independent third-party verification of security controls over a sustained period, covering access controls, encryption, change management, incident response, and monitoring. When we engineer platforms that handle client PII, portfolio data, and trading workflows, we apply the same standards we defend in our own annual audits.
For RIAs evaluating technology partners, our SOC 2 certification means your compliance team can document vendor due diligence with confidence. You are not relying on self-reported security questionnaires — you are working with a firm that has been independently verified to meet the security standards your regulators expect.
Schedule a consultation
Ready to modernize your platform?
Whether you need a custom portfolio reporting system, a secure client portal, custodian API integrations, or a complete platform rebuild — we bring the engineering depth and financial services expertise to deliver systems that scale, satisfy regulators, and actually work the way your firm operates.