{"head":{"title":"Wealth and Investing Software Development | OceanLab","description":"Wealth software we build: portfolio reporting, fund investor portals, advisor onboarding, family office platforms, robo-advisors and trading apps.","canonical":"https://oceanlab.in/software/wealth"},"slug":"wealth","stats":{"builds":6,"countries":5,"systems":6},"featured":[{"meta":{"slug":"sextant","industry":"wealth","projectType":"Portfolio reporting","country":"us","tags":["fintech","ai","enterprise"],"compliances":["Investment Advisers Act of 1940","SEC Marketing Rule (206(4)-1)","Custody Rule (206(4)-2)","Form ADV","Books and Records Rule (204-2)","Regulation S-P"],"cover":{"src":"/case-studies/sextant/01-home.png","width":1440,"height":1000}},"text":{"en":{"title":"Sextant - Multi-Custodian Portfolio Reporting with Advisor-Reviewed AI Commentary","description":"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.","category":"Wealth & Investing / Portfolio Reporting","client":"Whitlock Ridge Advisors"}}},{"meta":{"slug":"capstan","industry":"wealth","projectType":"Fund investor portal","country":"us","tags":["fintech","enterprise"],"compliances":["Regulation D","Investment Company Act 3(c)(7)","Cayman Private Funds Act","FATCA","CRS","ESIGN Act and UETA","Cayman Electronic Transactions Act","GDPR","Cayman Data Protection Act","Regulation S-P"],"cover":{"src":"/case-studies/capstan/01-home.png","width":1440,"height":1000}},"text":{"en":{"title":"Capstan - 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