FINANCIAL SOFTWARE DEVELOPMENT

Intuitive Associates custom financial software development services cater to the finance industry, providing custom-tailored solutions for accounting, portfolio management, financial planning, insurance, and taxes.

Accounting
Portafolio Management
Taxes
Financial Planning
Insurance

Custom Accounting Software Development

Intuitive Associates custom accounting software development services include API programming & integrations, AIS architecture, bookkeeping app development, and much more.

  • Accounting Information Systems

    Developers engineer online accounting software and AIS architectures integrated with ERP, CRM, asset tracking, vendor management, and other financial management programs.

    Mobile Accounting Applications

    We offer responsive cross-platform and native development of mobile accounting apps programmed to provide full access to operational accounting workflows.

    Invoicing & Accounts Receivable

    Accounts payable and receivable software modules automatically upload inventory spreadsheets, create downloadable purchase orders, generate reports, and more.

Custom Portfolio Management Software Development

Intuitive Associates solutions encompass everything from risk analysis and investments to stock trading apps and fund management in a centralized platform.

Portfolio Management Dashboards

Develop PM dashboards with built-in asset management modules and

integrated ticker symbol databases, trade algorithms, historical data

analysis tools, and more.

Investment Data Integrations

Program data entry forms and tools for standard investment files

QIF, OFX, QFX, and CSV, plus accounts from TD Ameritrade,

E*Trade, Vanguard, and other major brokerages.

Risk Management & Analysis

Offer third-party risk mitigation solutions that include multi-factor

risk modeling and stress scenario testing to identify and assess

high-risk financial investments and contingencies.

Custom Financial Planning Software Development

Intuitive Associates custom financial planning software solutions streamline day-to-day processes, including invoicing, payment processing, audit archiving, report generation, and more.

Financial Planning Software

Develop scalable financial planning systems that implement the ability to share data and manage operations remotely as well as provide access to mission-critical information.

Financial Planning Algorithms

Develop automated rule engines and dynamic manual controls for allocating funds and measuring cash flow against KPIs using programmable business logic protocols.

Financial Dashboard Design

Create functional and adaptable financial dashboards that give access to data insights in real-time, extensive budget control centers, quick-view behavior analysis, and more.

Custom Tax Preparation Software Development

Intuitive Associates custom tax prep software solutions support the preparation, calculation, and reporting of personal and business taxes.

Tax Calculator Applications

Engineer tax calculator apps equipped with the ability to estimate refunds in any jurisdiction validate tax credits and exemptions, and more.

Tax Forms Software Integration

Engineer tax calculator apps equipped with the ability to estimate refunds in any jurisdiction validate tax credits and exemptions, and more.

Small Business Tax Software

Designed for freelancers, independent contractors, and small business owners, built with e-commerce software, expense log importation, state-by-state tax guidelines, and more.

Custom Insurance Software Development

Custom insurance software ensures success-driven insurance automation to help insurance companies drive momentum and drive productivity.

Insurance Quoting Software

Implement multi-carrier quoting, insurance premium calculation underwriting algorithms, and qualitative risk assessment modules within a sophisticated quoting engine.

Insurance Underwriting Platforms

Engineer platforms digitize the underwriting process, delivering faster turnaround times, shorter prospect-to-customer lifecycles, and superior customer experiences.

Mobile Insurance Applications

Develop cross-platform & hybrid mobile apps that enable policyholders to start, pause, and stop coverage, and report/submit claims, and manage insurance policies.

Document Management Systems

Build cloud-based document management systems (DMS) designed with document capture modules, custom logic, and search capabilities, organized in a single repository.

Contact Us

📍 13854 LAKESIDE CIRCLE, 2DN FLOOR #311 STERLING HEIGHTS
CODE: 48313
MICHIGAN, USA.
☎️ PHONE: +1 586 38 3077