Wealth & Capital Markets.
Portfolios, positions and reporting clients trust.
Drema builds platforms for wealth managers, advisers and capital markets firms: portfolio views, performance reporting, order and rebalancing workflows and the market data pipelines underneath. Correctness and timeliness are the product — a report that is wrong once costs more trust than a year of good ones earned.
What this sector
actually deals with.
Client reporting is assembled in spreadsheets each quarter. Positions live in one system, performance in another, and the two disagree. Advisers spend their time reconciling rather than advising, and clients see a PDF weeks after the fact.
Systems this sector
keeps needing.
The parts of a wealth & capital markets platform that carry the weight. Not everything at once — we build the one that unblocks you first.
Portfolio and position management
Holdings, transactions and corporate actions producing one consistent position.
Performance and attribution
Returns calculated consistently, with the methodology documented and defensible.
Client reporting portals
Live portfolio access replacing quarterly PDFs, with statements on demand.
Market data pipelines
Reliable ingestion of prices and reference data with gap detection.
Order and rebalancing workflows
Model portfolios, drift monitoring and reviewable rebalancing proposals.
Where the work
pays for itself.
The problems wealth & capital markets teams bring us most often. If one of these is costing you money today, it is worth a conversation.
Adviser dashboards
One screen showing every client, their drift and what needs attention today.
Automated client reporting
Replacing manual quarterly packs with continuously available reporting.
Risk and exposure analytics
Concentration and scenario views across the book, not per account.
Onboarding and suitability
Risk profiling and documentation captured once, reusable across products.
Not on this list? Sector problems rarely fit a template — tell us yours.
What shapes a build
in this sector.
These are the things a generalist team discovers late and prices badly. We design around them from the first week.
- SEBI requirements for advisers and portfolio managers
- Suitability documentation and record retention
- Market data licensing terms and redistribution limits
- Reproducible performance calculation methodology
How we usually
engage here.
The services wealth & capital markets clients most often start with.
Wealth & Capital Markets
questions.
Straight answers, including where we are not the right team.
Can you integrate custodian and broker feeds?
Yes. File-based, API and SFTP feeds are all common in this sector and we build ingestion that tolerates late, missing and restated data rather than assuming a clean daily file.
How do you handle performance calculation disputes?
By making the method explicit and reproducible. Calculations are versioned and every figure can be traced to the transactions behind it, so a disagreement is resolved by inspection rather than by argument.
Do you build trading systems?
We build order workflow, rebalancing and operational tooling. Ultra-low-latency execution engines are a specialist discipline and we would tell you if that is what you need rather than take the work.
Can clients access reporting directly?
Yes, and it is usually the highest-value part of the build. A secure client portal with live positions and downloadable statements removes a large share of adviser admin.
Building for wealth & capital markets?
Bring the problem as it actually is, constraints included.
You will get a straight answer on whether we are the right team.