Wealth & investing
Wealth & investing software Oceanlab has designed and shipped, from clickable AI prototype to production.
6 case studies
All case studies
Waymark - Advisor Portal with Suitability Reports Built From the Case
Designed and built a clickable advisor portal for a UK wealth firm's financial planners: a daily home with reviews due and alerts, a segmented client book, a Client 360 for every household, an advice case board and a suitability report builder that will not issue a report until the checks and approvals are in place.
Fjärd - Robo-Advisor App for ISK and KF Savings
Designed and built a clickable robo-advisor app for a Swedish digital investment manager: a suitability-based portfolio recommendation with its costs shown before investing, managed ISK and KF accounts that rebalance automatically, goals with projections, ISK tax estimates, and deposits and withdrawals signed with BankID.
Pregão - Stock and ETF Trading App with the Income Tax Explained
Designed and built a clickable investor app for a Brazilian broker trading B3 stocks and ETFs: patrimônio at a glance, a market overview, an asset page with an order ticket that shows the lot and fractional split before sending, a portfolio at average price, and a tax centre that works out the monthly DARF.
Sextant - Multi-Custodian Portfolio Reporting with Advisor-Reviewed AI Commentary
Designed and built a clickable portfolio reporting platform for a Denver investment adviser with client assets at three custodians: daily reconciliation against custodian files, household views with performance gross and net of fees, and quarterly AI commentary that may only cite engine numbers and needs advisor and compliance sign-off.
Kinfold - Family Office Platform with Look-Through Net Worth Across Trusts and Companies
Designed and built a clickable family office platform for a Hong Kong single family office serving a three-generation family: one look-through net worth in HKD across trusts, holding companies and banks in six jurisdictions, an ownership map, an asset register with valuation ages, and a capital call calendar with four-eyes payment approval.
Capstan - Fund Investor Portal and GP Console with Wire-Fraud Controls
Designed and built a clickable GP and administrator console for a New York private equity manager with a Delaware fund and a Cayman feeder: capital calls and distributions followed to settlement, an investor register with KYC and tax form status for each LP, and bank detail changes that need a signature, a callback and a second approver before any money moves.
Industries in this sector: Finance
Enterprise Software Engineering - Human + AI
Contact Us
© 2026 - Copyright. All Rights reserved Oceanlab
Location
Global Headquarters
21 Merchant Road, 3rd Floor, Singapore 058267
Main corporate office and leadership operations
North America Office
548 Market Street, PMB 12345, San Francisco, CA 94104
Client operations and business development
India Office
402 Shivalik Shilp II, SG Highway, Ahmedabad 380015
Engineering and delivery center
Enterprise Software Engineering - Human + AI
Contact Us
Locations
Global Headquarters
21 Merchant Road, 3rd Floor, Singapore 058267
Main corporate office and leadership operations
North America Office
548 Market Street, PMB 12345, San Francisco, CA 94104
Client operations and business development
India Office
402 Shivalik Shilp II, SG Highway, Ahmedabad 380015
Engineering and delivery center
© 2026 - Copyright. All Rights reserved Oceanlab