Systems no longer agree
Custodian, CRM, billing, portfolio, advisor, and internal systems hold different versions of the same information.
Contact usFinancial software engineering
Core Capital Tech
Modernize the financial software you can't afford to break.
Senior engineers for wealth platforms, financial operations, integrations, data systems, and mature applications that have become difficult to change.
Show us the system, integration, or workflow that's becoming difficult to change.
MATURE ENVIRONMENTTRACEABLE CHANGE
Financial software engineering
Work inside the stack you already have.
.NET / C#SQL ServerSSIS / ActiveBatchAWSSalesforceCustodian APIsFIX ProtocolAngular
OPERATIONSINTEGRATIONSDATAAPPLICATIONS
Built for organizations with centralized technology and operations supporting multiple advisors, practices, offices, or acquired firms.
Relevant team experience
Seven years inside a complex wealth-management technology environment.
Across roughly seven years, members of our team worked as part of the application-development capability supporting a complex wealth-management technology environment. The work expanded across advisor revenue operations, invoicing, custodian integrations, financial data, Salesforce, advisor technology, and a large multi-site web platform.
This experience predates Core Capital Tech and was delivered through previous contractual arrangements.- Advisor revenue-split software and invoicing systems
- Custodian integrations, SQL Server, SSIS, and ActiveBatch
- Salesforce and advisor software maintenance
- 100+ advisor websites and cross-functional work with accounting, marketing, technology, and advisors
When teams bring us in
The things that look small until they become operational risk.
We focus on recognizable symptoms in mature environments—not generic transformation promises.
Critical workflows still depend on manual work
Billing, revenue allocation, reconciliation, onboarding, or operations rely on spreadsheets and human intervention.
Integrations have become brittle
Custodians, Salesforce, trading systems, market data, and third-party platforms are difficult to diagnose or change safely.
The platform has become difficult to change
Legacy applications, batch jobs, inherited systems, and technical debt make every new requirement slower and riskier.
A familiar organizational problem
Too much technology for one internal team to own.
Growing wealth organizations accumulate core applications, advisor-specific software, acquired systems, Salesforce, custodians, data warehouses, billing platforms, portals, vendor integrations, and legacy applications. Their internal technology teams still have strategic priorities to deliver.
You don't always need another permanent internal team. Sometimes you need senior engineers who can understand the environment, take ownership of a difficult part of it, and stay involved long enough for it to stop being a problem.
Core capabilities
Bring us the part that has become hard to change.
Financial operations software
Advisor workflows, billing and invoicing, revenue allocation, reconciliation, and internal workflow applications.
Financial integrations and data
Custodian integrations, Salesforce, financial APIs, SQL and ETL, data warehouses, and scheduled processing.
Legacy and platform modernization
Mature .NET applications, inherited software, cloud migration, batch modernization, and reliability work.
A common growth trigger
Growth creates integration work.
When a wealth platform adds or acquires advisor practices, it can inherit CRM configurations, advisor applications, websites, billing logic, historical data, operational workflows, vendor relationships, and custodian connections. We help absorb, integrate, modernize, or maintain those systems without forcing everything into an immediate rewrite.
Selected work
Financial systems we've built, modernized, and supported in production.
Examples describe financial software engineering work across advisor technology, billing, revenue operations, and client platforms.
Advisor technology · Digital platform
Multi-Site Advisor Platform
Engineering support for a headless digital platform serving roughly 100 financial-advisor websites, with static delivery, AWS infrastructure, and integrations across a distributed content estate.
Read case studyFinancial operations · Billing
Billing Management Platform
Ongoing engineering responsibility for a billing platform handling custodial fee rules, invoice generation, operational cutoffs, batch processing, and downstream financial integrations.
Read case studyRevenue operations · Advisor technology
Revenue Split Platform
End-to-end development and long-term ownership of a centralized platform for percentage-based advisor revenue allocation and downstream billing workflows.
Read case studyClient portal · Platform modernization
Wealth Management Portal
Long-term modernization and product evolution of a client and advisor portal spanning onboarding, wealth reporting, role-based access, and secure document management.
Read case studyTechnology and platforms
We work inside the stack you already have.
Mature financial environments are heterogeneous. We trace workflows across systems instead of demanding a clean-sheet architecture.
Applications and cloud
.NET / C# · Angular · AWS · REST APIs
Data and operations
SQL Server · SSIS · ActiveBatch · Data warehouses
Financial integrations
Financial custodians · Salesforce · Market data systems · FIX Protocol
A useful first engagement
Core Capital Tech Assessment
For teams that know a system or workflow needs attention but are not ready to commit to a large implementation.
Contact us about an assessmentWe review
- Current architecture and systems involved
- Data flows, integrations, and manual handoffs
- Failure points, technical debt, and operational dependencies
- Architecture and system map
- Key risks and options
- A recommended first phase
Trust and delivery
Senior people stay close to the work.
We work with client security policies and controlled access, use review and release discipline, and leave behind documentation and knowledge transfer. AI-assisted engineering is used where appropriate and permitted; architecture, security decisions, code review, and production releases remain the responsibility of experienced engineers.
Understand the workflow
Map the people, systems, controls, and exceptions before changing software.
Deliver incrementally
Small, reviewable releases keep technical and business decisions close to the work.
Leave it legible
Documentation, production responsibility, and knowledge transfer are part of delivery.
Contact us
Show us the workflow that makes everyone nervous.
Bring the system, integration, or process that has become difficult to change. We'll help identify a sensible first step.
Contact us