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Wealth management software testing services

Confidence built on every validated transaction.

Backed by 15 years in fintech QA, we keep your wealth platform secure and compliant.

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Our solutions for your wealth management software testing challenges

Financial services account for 31% of global QA spend – proof that quality is mission-critical. DeviQA keeps wealth platforms compliant, fast, and fail-proof in every release.

Legacy meets modern tech

Challenge

Old core systems rarely play well with new mobile and AI modules, causing fragile integrations.

Solution

We run API and end-to-end integration testing to stabilize connections and ensure data consistency across legacy and modern layers.

Regulatory and compliance pressure

Challenge

With MiFID II, AML/KYC, and GDPR, even minor lapses can trigger heavy fines.

Solution

We embed automated compliance checks, audit trails, data masking, and access control, in every regression cycle.

Test data privacy

Challenge

46% of financial firms struggle to manage masked, production-like data safely.

Solution

We create synthetic and anonymized data pipelines, mirroring production environments without exposing sensitive info.

Scaling test automation

Challenge

Many teams face unstable test suites and rising maintenance costs.

Solution

We design modular, reusable automation frameworks with self-healing logic to reduce flakiness and speed up execution.

Real-time performance under load

Challenge

Portfolio updates and data spikes demand zero latency.

Solution

We perform load, stress, and chaos testing to validate response times and system stability under peak trading conditions.

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The scope of our wealth management software testing services

We provide end-to-end wealth management software testing services to ensure your software delivers exceptional quality at every level.

Case studies

Partner with us:
see the difference

See all stories

Global healthcare giant

Web app testing
Test automation
API testing
Dedicated QA team
  • 90%

    Test coverage

  • 1.6k+

    Test cases created

  • X18

    Faster regression testing run

Read customer story

The first modern real estate platform

Web app testing
Test automation
E2E testing
Load testing
Mobile testing
+2
  • 85%

    Test coverage

  • 2k+

    Test cases created

  • 2.5x

    Faster regression testing run

Read customer story

Dental practice platform

Web app testing
API testing
Dedicated QA team
Mobile testing
+2
  • 95%

    Test coverage

  • 5k+

    Test cases created

  • 3k+

    Number of critical bugs logged

Read customer story

Solution for managing payments

Web app testing
Dedicated QA team
DB testing
API testing
Performance testing
  • 12

    Years of cooperation

  • 100%

    Covered performance

  • 2x

    Faster regression testing time

Read customer story

Booking system for tours and attractions

Web app testing
Test automation
Mobile testing
DB testing
Dedicated QA team
  • 90%

    Test coverage

  • 3.2k+

    Automation test scripts created

  • 1-2h

    Time of regression

Read customer story

Experience the DeviQA difference

From initial consultation to full-scale QA implementation, we deliver results.

DeviQA’s AI advantage

At DeviQA, we use AI to make testing smarter and simpler. Our ecosystem is built to deliver faster, smarter, and more cost-efficient results — so your team can do more in less time.

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AI-powered IDE assistant

Reduces test script writing time

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QA companion

Provides suggestions for test optimization and addresses gaps

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Automated code review

Flags unused variables, improper loops, and other common errors

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AI for API testing in Postman

Streamlines API test case creation and response validation

Features

Test case creation

Code review

Exploratory planning

Log analysis

without AI

6 hrs

3 hrs

2 hrs

2 hrs

with DeviQA AI

4 hrs (33% saved)

2 hrs (33% saved)

45 min (60% saved)

1 hr (50% saved)

Collaboration on your terms

Backed by 15+ years of expertise, DeviQA offers three flexible models for wealth management software testing services to fit your project’s needs, timeline, and budget.

Staff augmentation

Boost your team with experienced QA engineers.

Advantages:

  • Rapid onboarding and minimal management overhead

  • Access to certified QA experts with financial domain experience

  • Full control over priorities and workload

Best for:

Extra capacity or niche skills.

Get started

Dedicated QA team

A QA team fully dedicated to your wealth platform.

Advantages:

  • Deep product and domain understanding over time

  • Continuous collaboration and full transparency

  • Flexible scaling as your product evolves

Best for:

Long-term, evolving projects.

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Project-based outsourcing

We manage testing end to end.

Advantages:

  • Clear scope, deliverables, and timelines

  • Reduced internal effort and faster time-to-market

  • Predictable costs and outcome-driven approach

Best for:

Full QA ownership.

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Why choose us for wealth management software testing?

Over 500,000 project man-days successfully delivered.

We take full accountability for our work.

A range of value-added services at no extra cost.

Free test trial. Try us before making any payment.

Our engineers are senior testers with strong autonomy and self-starting ability.

With a 96% retention rate, we offer stable teams, compared to the industry average of 80%.

Extensive testing lab with a wide range of environments, platforms, and devices.

Access to a technology community of over 1000 QA engineers and experts.

Wealth management software testing that meets the standards. And exceeds expectations.

Our approach to wealth management software testing

A 6-step approach ensuring your wealth platform is reliable, secure, and always compliance-ready.

01

Requirement analysis

We assess business goals, system architecture, and compliance needs to define priorities and risks.

02

Test strategy & planning

We craft a QA strategy covering functionality, security, and regulations like MiFID II, GDPR, and AML.

03

Environment & data setup

We build secure, production-like test environments with synthetic or masked financial data.

04

Test design & automation

We create modular, reusable test suites and automation to accelerate validation across workflows.

05

Continuous execution & reporting

Testing runs through CI/CD pipelines with real-time dashboards on quality, performance, and compliance.

06

Ongoing optimization

We analyze outcomes and fine-tune processes for higher efficiency and long-term reliability.

Here’s what people are saying
about DeviQA

26 reviews

32 reviews

9 reviews

Review

It was so easy to integrate your people with us and we didn't have any problems.

Author

Janosch Greber

VP of engineering at RealTyme

DeviQA helped develop a cybersecurity software platform. Complex automated scenarios test REST APIs through a Faraday library. An SDK application works with Azure, Google Cloud, Docker, and LXC containers.

Yuval Or

Yuval Or

QA manager at Mimecast

Review

DeviQA has always brought us really high quality candidates for us to be able to seamlessly mesh into our team.

Author

Danny He

CEO and founder at Soapbox

DeviQA provides software QA automation engineering support to a QC and QA company. Their work includes sandbox testing, QA, testing automation, DevOps support, and TechOps support.

Alex Ohoussou

Alex Ohoussou

Head of QA & techOPs at QIMA

Review

You guys have always been genuine, flexible and personable.

Author

Ryan Austin

CEO and founder at Cognota

DeviQA has provided application testing services for an HR tech company. The team has managed feature, smoke, and regression automation tests and offered test reports.

Mia Bunjac

Mia Bunjac

QA chapter lead at Renhead Technology

Review

In fact, they have been a part of our success story, helping us grow from six workers 11 years ago to about 1200 workers now.

Author

Raanan Tauber

QA manager at Tipalti

DeviQA provides automatic testing with continuous integration for native and hybrid mobile apps.

Giurea Renato Gabriel P.F.A.

Giurea Renato Gabriel P.F.A.

CTO at Impaktsoft Projekt S.R.L.

Review

They can take my lack of knowledge and I can trust that they will be able to produce something of value.

Author

Ray Alde

Co-founder & cto at Arklign

DeviQA provides QA and testing resources on an ongoing basis. They evaluate architectures and offer both manual and automated testing. The client has also utilized their on-demand developers.

Review

To me, that's above and beyond, I did not expect that to be so smooth and so easy.

Author

Mark Levine

Chief product officer at CYDEF

DeviQA is a dedicated vendor that assists with manual and automated testing on an ongoing basis. They're also overseeing other development projects and supervising the testing portion of those.

Review

They know what they're doing because the people that they send to us are quality people.

Author

Charles Chase

Chief technology officer at Returnmates

DeviQA provided application testing services for an audio editing platform. The team was responsible for continuously testing the UI and functionality of the platform via an automated testing framework.

Review

There is also very good follow up on the engineers and the job they're doing.

Author

Olivier Mayot

Chief technology officer at SimpliField

DeviQA serves as the process improvement partner to a diabetes care and solutions company. They helped scale the client's automated testing and are now working on improving their manual testing framework.

Collaboration process overview

  • 01

    Initial contact. We start by understanding your testing needs and aligning them with your goals.

  • 02

    Assessment. Our experts analyze your current process and propose a tailored improvement plan.

  • 03

    PoC. Try a free proof of concept to see our capabilities in action.

  • 04

    Trial & evaluation. We conduct a trial phase and review the results together.

  • 05

    Contract & QA implementation. Once satisfied, we sign the contract and begin full-scale QA.

  • 06

    Flexible partnership. DeviQA offers scalable solutions to adapt to your business needs.

Ready to connect?

Just fill in your name and email, and we’ll get back to you with available slots

Questions & answers

Wealth management software testing verifies the accuracy, performance, and security of financial applications that manage portfolios, transactions, and client data. It ensures your platform is stable, compliant with MiFID II, GDPR, and AML, and provides error-free user experiences.
Financial software handles sensitive client data and large transaction volumes, even a minor defect can cause compliance issues or financial loss. Professional QA helps prevent errors, maintain data integrity, and build user trust.
With over 15 years in fintech QA, DeviQA applies a structured 6-step approach: from risk analysis and test planning to automation, continuous testing, and optimization, ensuring reliability, compliance, and performance.
Yes. We conduct end-to-end integration and API testing to ensure seamless data flow between wealth platforms, payment gateways, trading systems, and third-party services.
We embed regulatory test cases covering MiFID II, GDPR, AML/KYC, and SEC/FINRA rules. Our compliance tests validate encryption, access control, and audit trail integrity.
Absolutely. We generate synthetic and anonymized test data that mirrors production conditions while maintaining full data privacy and compliance.
Core areas include functional, security, performance, integration, and compliance testing, supported by automation and regression testing for ongoing releases.
Depending on scope and access, we can onboard a QA team within 1–2 weeks, set up environments, and begin the first test cycle immediately after discovery.
We combine 15 years of fintech domain expertise with advanced automation frameworks and AI QA tools to ensure consistent quality, faster release cycles, and measurable ROI.
Yes. Our flexible engagement models, dedicated team, staff augmentation, or project outsourcing, allow you to scale QA capacity up or down based on release demand.