Wealth Management Solutions

Smarter investment

We use our strength in banking and capital markets to help wealth managers and private banks transform and modernize their technology


Accelerating digital transformation in wealth management


Traditional high-touch clients have begun to embrace digital interactions with their advisors, accelerating the need for wealth managers and private banks to modernize their technology stacks.  

Partnering with Luxoft gives you the chance to leverage our decades of banking, asset management and capital markets experience. Also, it provides the necessary tools to build technology solutions and innovate wealth management practices, continually innovating in line with your clients’ latest digital demands.  

Our wealth management solutions and offerings

Client journey

Digital transformation


Hybrid advice modernization

Engineering and system integration


Wealth-CLM Solutions: End-to-End Services


  • Strategy
  • Operating Model & Proces
  • Engineering
  • CLM Transformation
    Business Change management

Programme Delivery

  • Project Definition
  • Program and Project
  • Management
  • PMO Support
  • Business Analyst Support

Solution implementation

  • Vendor solution implementation
  • Bespoke development
  • Training & Adoption
  • Efficiency & outcome tracking
  • Cloud transition

Post-implementation Services

  • L1-L3 Support services
  • Vendor solution upgrades/patching
  • Support Team Training Plans/ Centre of Excellence Build Plans
  • Support Team Sizing/ Skills Modelling Tools


  • Transition planning to Cloud/aaS
  • Application Management
  • Platform Management
  • Cloud Infrastructure Management
  • Integration as a Service

Reach out to us to get more information

Contact us


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Wealth management for the modern era


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Talk to one of our wealth consultants


Client Stories

ESG data platform

SWISS CANTONAL BANK. Luxoft was brought in to develop sustainability aspects for the bank’s investment business.
The new wealth management solution provides and improves the data and processes needed to integrate ESG into the bank’s investment business. Sales instruments are adapted accordingly.

Investment process optimization

UK PRIVATE BANK. Our domain-experienced engineers upscaled the client’s investment processes and technology which managed retail investment funds, together with discretionary and advisory portfolios, by supporting the integration of swissQuant ImpaQt with Avaloq core banking.

Technology modernization

GLOBAL WEALTH MANAGER. We helped a firm modernize its equity planning and advisory services platform, upgrading legacy back-end technology and reimagining the client experience.

Client lifecycle management

TOP ASSET MANAGER. The Luxoft team implemented a new data-centric operating model across the global client lifecycle. This standardized AML/KYC processes, and ensured regulatory and policy compliance.


Why Luxoft

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Digital transformation in wealth management

Acknowledged experts in banking and capital markets, Luxoft is a trusted provider of simplification, modernization, and change and run services. Our proven processes bring digital experience concepts to life, ensuring we get things right.

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Strong partnerships and technology independence

We solve your legacy system issues and accelerate growth, protecting existing investments with technologically independent solutions and the support of our top-tier partner network.

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Broader domain knowledge

Our teams understand the nuances of compliance and regulatory changes. They recognize that putting the needs of customers, employees, partners and suppliers at the center of the wealth management transformation, optimizes the user.


News and insights

Managing wealth through uncertainty


Managing wealth through uncertainty

Managing wealth through uncertainty — part 2


Managing wealth through uncertainty — part 2

Why transform ahead of the storm?


Why transform ahead of the storm?


See more insights