In today’s volatile market, manual portfolio management is no longer sustainable for growth-oriented Registered Investment Advisors (RIAs). Associative, a premier software development firm headquartered in Pune, India, specializes in building custom automated rebalancing for RIAs to ensure portfolios remain aligned with target allocations, risk tolerances, and regulatory standards—without the manual overhead.
Why Choose Associative for Automated Rebalancing?
Established on February 1, 2021, Associative is a team of dedicated innovators and IT professionals. We bridge the gap between visionary financial strategies and scalable digital realities. As a formally registered firm with the Registrar of Firms (ROF), Pune, we operate with unyielding transparency and a client-centric approach.
Our Technical Expertise in Financial & Trading Solutions
We don’t just build apps; we engineer complex financial ecosystems. Our specialized enterprise solutions for the fintech sector include:
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Algorithmic Trading Engines: Custom bots using Pine Script, MQL5, and Python to execute trades based on precise rebalancing triggers.
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High-Frequency Trading Platforms: Low-latency systems designed for real-time data visualization and execution.
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Custom CRM & ERP Integration: Seamlessly sync your rebalancing software with Salesforce, Microsoft Dynamics 365, or Odoo to maintain a single source of truth for client data.
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Secure Backend Architecture: Scalable server-side logic using Node.js, Python (Django/FastAPI), and Java (Spring Boot) to handle high-volume transaction data.
Comprehensive Service Portfolio
Our “one-stop-shop” model ensures your automated rebalancing tool is robust and future-proof:
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Cloud-Native Infrastructure: Expert management of AWS, Google Cloud, and Azure with Docker and Kubernetes for 100% uptime.
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Blockchain & Web3: If your RIA manages digital assets, we develop smart contracts (Solidity/Vyper) and DeFi integrations for decentralized rebalancing.
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AI & Machine Learning: We utilize the Python ecosystem (TensorFlow, PyTorch) to build intelligent systems that predict drift and suggest optimal rebalancing intervals.
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Mobile Access: Engage your clients with native Android and iOS applications or cross-platform Flutter/React Native solutions to track portfolio health on the go.
A Partnership Built on Trust and Transparency
At Associative, we understand that financial software requires the highest level of integrity.
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Strict Confidentiality: We operate under rigorous NDAs. To protect your intellectual property, we do not maintain a public portfolio.
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100% Ownership: Upon project completion and final payment, you receive full ownership of the source code and IP.
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Transparent Billing: We work strictly on a time-and-materials basis. Invoices are submitted daily, weekly, or by milestone, ensuring you only pay for the work performed.
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Official Accreditations: We are an Adobe Bronze Solution Partner and an Official Reseller Partner of Strapi, validating our technical excellence.
Our Process
We serve as your dedicated R&D arm. While complex custom software typically requires a minimum of 1000 hours, we offer flexible engagement models (3 to 9 hours per day) to suit your firm’s evolving needs. All developers work from our secure offices in Pune to ensure maximum data security and operational excellence.
Contact Associative Today
Ready to transform your wealth management operations with automated rebalancing for RIAs? Let’s build your digital future.
Associative Address: Khandve Complex, Yojana Nagar, Lohegaon – Wagholi Road,
Lohegaon, Pune, Maharashtra, India – 411047
Phone/WhatsApp: +91 9028850524
Email: info@associative.in
Website: https://associative.in
Office Hours: 10:00 AM to 8:00 PM (Monday – Saturday)
