Custom software development for financial firms

Off-the-shelf software can solve a common problem well. A firm-specific workflow may need something more focused: a financial calculator, an application for clients, a dashboard for your team, or a tool that connects information across systems.

Dawncrest builds custom software for financial businesses across the United States. We design and engineer the work in-house, beginning with the business problem and agreeing on scope before development starts.

Define the application around the people using it

We start with users, inputs and outputs. Who needs the application? What information will they provide? What should they be able to accomplish? How will your team know the result is correct?

The answers shape the interface, integrations, review steps and launch requirements. We can scope client-facing web or mobile applications, internal dashboards, calculators, quoting tools and other firm-specific software.

See working progress

After discovery, you review the design before production development. During the build, regular check-ins and working software make it possible to assess whether the application fits the intended workflow. Launch and ongoing support are planned as part of the engagement.

Explore what we operate ourselves

Our own products include Dawnlens for portfolio presentation, Form D Explorer for navigating public filings, and Data Barnacle for document-centered diligence. Explore the workflow most relevant to your project and use it as a starting point for discussing what your firm needs.

Discuss security requirements early

Financial firms have different data and vendor requirements. We review those requirements during scoping and work with the relevant stakeholders. Our published security statement describes current practices and the diligence information available to prospective clients.

Common questions

Can you build a tool used only by our firm? Yes. We scope custom applications around a particular firm's needs. Describe the workflow and the users, and we will discuss what a first version should include.

Can a project start small? We can discuss a focused first release when it provides a useful outcome on its own. Cost and timing depend on the agreed requirements.

What happens after launch? Ongoing monitoring, maintenance and improvements can be part of the engagement. Support expectations should be agreed alongside the build.