One intelligent platform for firms that manage clients' investments.
A production-ready foundation versus an 18-24 month scratch build. Everything you need is already built, tested, and compliant.
Onboarding
Portfolio operations
Reporting
Governance
A production-ready core, extended and configured around how your company actually works, built and maintained with you, not handed over. It is not an end product: it is extensible, and it is developed further around your specific needs.
White-label from day one. Every pixel, every workflow, every data field belongs to you.
We build and maintain the platform. You keep full deployment control and own the client relationship.
Role-based access, KYC, and audit trail are not add-ons. Compliance is structural, not a layer you bolt on later.
You already run client portfolios – on a platform that is showing its age. Modernise the client experience and portfolio operations without an in-house build, and keep your custodian and existing integrations.
Your execution already works. Add a branded managed and advisory offering on top of it, and turn one-off transaction income into recurring revenue on assets.
Your engineers are busy with your core product. Embed an investment layer in your own app – onboarding, portfolios and reporting – without a year-long detour.
Every mandate is run separately – and reported separately, often by hand. Give each mandate client a clear view of their portfolio, with a full record of every decision behind it.
Your private clients are served through a core system built for something else. Add a dedicated client and operational layer on top of it – without replacing the core.
You have the audience and the investment views. Turning subscribers into managed clients takes onboarding, model portfolios, reporting and governance – FinStarter provides all four.
Eight modules, each built around a problem every investment firm knows.
We have developed a foundation for companies that, for various reasons, are not ready to use off-the-shelf solutions. Ready-made products are not always the right fit. They may lack the functionality you need, and customizing them can be expensive. So what should these companies do? Build from scratch? That is costly, takes a long time to develop, and creates ongoing maintenance challenges. We offer an alternative. Our foundation is not an end product. It is extensible, and it is customized and developed further around your specific needs.
Fast to sign, slow to fit. You adapt your processes to the product, and the parts that don't match stay unsolved.
Full control, full cost. Up to two years of engineering, then permanent responsibility for maintenance, security, and regulatory change.
A production-ready core, extended and configured around how your company actually works, built and maintained with you, not handed over. It is not an end product: it is extensible, and it is developed further around your specific needs.
Accelerate time to market compared with building a platform from scratch.
Consolidate technology instead of assembling multiple point solutions.
Reduce development effort by starting with pre-built investment workflows.
Launch a branded investor experience under your own brand.
Adapt the platform to specific workflows rather than a rigid off-the-shelf product.
Automate investment operations and reduce manual processing.
Scale investment management operations as the client base grows.
Improve investor transparency through the customer portal.
Strengthen governance and auditability.
FinStarter is a white-label, production-ready foundation for digital investment platforms. Investment managers, brokers and fintechs start with what every firm otherwise builds from scratch - client portal with digital onboarding and KYC, portfolio and model management, analytics and reporting - and get a branded platform configured to their business in months, not years.
Compliance is built in, not bolted on: a tamper-evident audit trail with configurable retention, role-based access control and orchestrated KYC and sanctions screening give your firm the evidence regulators ask for. The regulatory obligations stay yours - FinStarter gives you the means to meet them.
FinStarter is built for firms that manage and report on portfolios for their own clients:
If your firm has a direct relationship with the investors whose portfolios you run, FinStarter is designed for you.
It depends on how much you need to change.
In both cases you start from a ready foundation rather than building from scratch - which is what usually takes firms 18-24 months.
FinStarter implementation costs depend on the solution scope and the level of customization required. An as-is implementation starts at approximately $10,000. More complex requirements, such as additional integrations or custom functionality, increase the cost.
You are not paying only for features. FinStarter comes with the controls regulators expect a firm to evidence - a tamper-evident audit trail, role-based access control and orchestrated KYC and sanctions screening - built in from day one rather than added later at extra cost.
There are no per-seat fees and no fees that grow with your assets under management. Contact our consultants for an estimate based on your specific requirements.
Wherever you need it. FinStarter is deployed in your own environment - your cloud account on AWS, Microsoft Azure or Google Cloud, in the region you choose, or on your on-premises infrastructure. You do not rent space on a shared vendor platform, and your client data never sits in a multi-tenant system alongside other firms.
This keeps data residency, security policies and access under your control, which simplifies requirements such as UK GDPR, DORA and the FCA's outsourcing rules (SYSC 8).
If you prefer not to run the infrastructure yourself, we can host and operate the platform for you as a managed service in the region of your choice.
Behind it stands an engineering company that has been in this market for twenty-eight years and intends to stay in it.
Since 1998, Itransition has delivered software for more than 800 organizations across 40 countries, with over 3,000 employees. We work across capital markets, investment management, insurance, and payments: regulated environments where uptime, auditability, and change control are not optional.
That matters most after launch. A platform that handles client money needs someone accountable for it for as long as it runs: for the security patch, the regulatory change, the integration that breaks years from now. That is the part we do not hand over.
30 minutes, live, configured for your business.
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