Summary
- Profile Type
- Business Offer
- POD Reference
- BOUA20250502010
- Term of Validity
- 2 May 2025 - 2 May 2026
- Company's Country
- Ukraine
- Type of partnership
- Commercial agreement
- Outsourcing agreement
- Targeted Countries
- All countries
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General information
- Short Summary
- We are a FinTech-focused software development partner with 90+ experts and over 30% average annual growth. With client relationships lasting 3–5+ years and 100% client recommendation rate, we deliver tailored, secure, and scalable software solutions that transform investment platforms, trading systems, and compliance tools.
- Full Description
-
Insart partners with FinTech companies to build scalable, secure, and regulatory-compliant software solutions that address complex investment, trading, and financial planning challenges.
❯ Key areas of expertise
• Investment Management & Brokerage: automation, trade matching, analytics, custody, and data visualization.
• Client Onboarding & Management: CRM, CDM, document processing, and regulatory compliance systems.
• Portfolio Optimization & Digital Investing: personalized portfolio building, rebalancing, and reporting tools.
• Business Analysis & Requirements Management: 30+ years of industry insight ensure precise feature delivery.
• UI/UX Design & Development: intuitive, high-performing interfaces across platforms.
Custom Software Architecture: complete project-level design for infrastructure, data, and integrations.
❯ Our core capabilities:
• Investment Management & Brokerage: automation and personalization of trading, analytics, custody, and visualization tools.
• Client Onboarding & CRM: robust tools for onboarding, client communication, document management, compliance, CDM, and marketing automation.
• Transactions & Portfolio Management: financial transaction systems, portfolio optimization, rebalancing, digital investing, and banking.
• Software Development & Design: end-to-end development, UI/UX optimization, technical design architecture, and infrastructure planning.
• Platform Modernization: existing solution audits, optimization, and legacy system re-engineering, including monolith to microservices transformation.
• DevOps & Cloud: infrastructure design, DevOps automation, CI/CD pipelines, and cloud deployment optimization.
• Data & Analytics: data processing, management, BI tools, risk profiling, reporting, and financial planning engines.
• Third-Party Integration: seamless API development and integration, ETL/ELT optimization, and third-party service unification.
• Process Automation: business process management and automation of compliance-driven tasks.
• Quality Assurance: automated testing processes for consistent delivery and reduced defects.
Trusted by Global FinTech Leaders:
Long-term development partnerships with ACI Worldwide, Salsa, AdvisorEngine, Leadspace, Mirador, Responsive AI, Multrees Investor Services, BridgeFT, Chalice Pay, Future Bricks, Henry Schein Dental, Enmark System prove our ability to deliver critical solutions at scale. - Advantages and Innovations
-
❯ Strategic Development Partner
• Focus on solution delivery, not outstaffing
• Alignment with both business and technology goals
• Deep domain knowledge in wealthtech, brokerage, banking, and compliance
❯ Technical and Operational Excellence
• High productivity driven by financially literate developers
• Agile delivery models for rapid release cycles
• Transparent processes and systematic project management
❯ Security First Approach
• Multi-layer security: background checks, network protection, regular training
• Strong IP rights protection and business continuity planning
❯ Scalable & Reliable Teams
• Long engineer tenure (3–4 years on average) ensures team stability
• Flexible team composition based on evolving project needs
• Proven ability to scale teams quickly with maintained quality
❯ Client-Centric Philosophy
• 100% client satisfaction and referral rate
• 3–5+ year average client relationship span
• Emphasis on cooperation, trust, and shared results
❯ Revenue & Cost Optimization
• Boost revenue through modern, competitive tech
• Reduce cost by engaging managed, domain-trained engineering teams - Stage of Development
- Already on the market
- Sustainable Development Goals
- Goal 8: Decent Work and Economic Growth
- Goal 9: Industry, Innovation and Infrastructure
- Goal 17: Partnerships to achieve the Goal
- IPR status
- No IPR applied
Partner Sought
- Expected Role of a Partner
- We seek partnerships with FinTech companies aiming to accelerate innovation, scale their engineering capacity, or modernize legacy platforms. Whether you're a startup validating an MVP, a product company optimizing operations, or an enterprise transforming infrastructure, Insart delivers tailored development, domain-driven insight, and long-term collaboration.
- Type and Size of Partner
- SME 11-49
- SME 50 - 249
- Big company
- Type of partnership
- Commercial agreement
- Outsourcing agreement
Dissemination
- Technology keywords
- 01003010 - Databases, Database Management, Data Mining
- 01003009 - Data Protection, Storage, Cryptography, Security
- 01003006 - Computer Software
- 01003024 - Cloud Technologies
- 01004016 - Analysis Risk Management
- Market keywords
- 02007013 - Banks/financial institutions software
- 02007022 - Software services
- 02007025 - Consulting services
- 02006005 - Big data management
- 02007024 - Programming services/systems engineering
- Sector Groups Involved
- Digital
- Targeted countries
- All countries