Software built for how your firm actually operates.

Off-the-shelf rarely fits a financial firm.

JuvinTech designs and builds bespoke web applications — trading dashboards, investor portals, retirement planning platforms, internal ops tools and data reporting systems — on modern cloud-native architecture that keeps scaling as your firm grows.

• Trading desk applications — real-time data feeds, order execution, portfolio tracking, P&L dashboards
• Investor and LP portals — secure document sharing, reporting, capital account statements
• Retirement and wealth planning platforms — goal modeling, risk scoring, projection engines
• Internal operations tools — compliance checklists, workflow management, approval routing
• Data aggregation and reporting dashboards — multi-system consolidation, automated exports
• API integrations — Bloomberg, Salesforce, custodians, prime brokers, fund administrators

Compliance built into the stack.

Financial services firms in the NYC market face a growing regulatory burden: Reg S-P vendor certification requirements, SEC cybersecurity rule disclosures, FINRA audit obligations, NYDFS 23 NYCRR 500 mandates and state-level data protection laws.

Most firms meet those obligations with spreadsheets and calendar reminders, which works right up until an examiner asks for evidence on a deadline. JuvinTech builds the compliance infrastructure that makes the answer immediate.

• Reg S-P vendor certification programs — automated outreach, tracking, and annual renewal workflows
• 72-hour breach notification systems — incident detection triggers, stakeholder notification, regulatory filing automation
• FINRA and SEC exam preparation tooling — audit trail generation, evidence collection, documentation packages
• NYDFS 23 NYCRR 500 compliance dashboards — control tracking, gap analysis, board reporting
• Annual compliance testing automation — scheduling, evidence capture, sign-off workflows
• Written Supervisory Procedure (WSP) management — version control, attestation tracking, distribution

Scoped, quoted and approved first.