3
Weeks White-Label Launch
White-Label Investment Platform
Launch a branded digital investment platform with investor onboarding, deal pages, KYC/AML-ready workflows, payments, portfolio tracking, payouts, reporting and admin operations. Configure it for real estate, private credit, funds, crowdfunding, alternative assets or tokenized investment products.
Launch your investment platform in weeks.
FEATURES
Investment Platform Features Built for Acquisition, Operations and Servicing
Investor Portal
01
Investor Portal
Give investors a branded space to complete onboarding, discover opportunities, review documents, make investments and track portfolio activity.
Deal Management
02
Deal Management
Create and manage investment opportunities with offering details, allocation rules, fundraising progress, documents and investor access settings.
Compliance & KYC
03
Compliance & KYC
Connect investor verification, AML checks, eligibility rules, jurisdiction controls and manual review workflows to the onboarding journey.
Payments & Portfolio Servicing
04
Payments & Portfolio Servicing
Configure deposits, investment allocations, payouts, transaction records, portfolio updates and investor reporting from one platform.
8+
Core Platform Modules
100%
Code Ownership Option
5.0
Clutch Rating
WHITE-LABEL INVESTMENT PLATFORM
Launch Your Investment Platform Faster
Share your investment model, target users and required workflows. We’ll map the platform modules, integrations and first launch scope in one working session.
Request a Platform Plan
PRICING
White-Label Investment Platform Packages
White-Label From $15,000
- Branded investor portal
- Admin back office
- Deal opportunity pages
- Standard onboarding flow
- KYC/AML integration setup
- Payment configuration
Turnkey From $35,000
- Everything in White-Label
- Custom onboarding logic
- Eligibility and review flows
- Documents and e-signing
- Portfolio and payout modules
- Code ownership option
Custom Custom pricing
- Bespoke investor experience
- Proprietary investment logic
- Advanced admin workflows
- Custom third-party integrations
- Optional Web3 modules
- Source code handover
BUILD VS WHITE-LABEL
Why Build Every Platform Module From Scratch?
Skip the infrastructure build.
Start with investor onboarding, deal management, KYC, payments, portfolio reporting and admin tools already in place.
SECURITY & COMPLIANCE
Security and Compliance-Aware Controls for Investment Operations
KYC/AML Verification
Connect third-party KYC and AML providers, manual review steps and investor approval statuses to your onboarding flow.
Investor Eligibility Rules
Configure accreditation, investor type, jurisdiction and offering-access rules around your legal and operating model.
Role-Based Admin Access
Separate permissions for platform administrators, compliance reviewers, deal managers, finance teams and support staff.
Document Storage & E-Signing
Store investor documents, agreements and signed records while integrating e-signing steps into the investment journey.
Payment Security
Use secure provider integrations, encrypted transport and controlled transaction workflows for deposits, investments and payouts.
Reporting & Audit Trail
Record investor actions, verification results, document activity, payment events and administrative changes for operational review.
What Clients Say About OmiSoft
5.0
Their developers were engaged in our project and came to us with ideas to improve the technical part of the project.
5.0
5.0
OmiSoft has been a trusted partner of ours for several years, and their exceptional professionalism continues to impress us. Their thorough selection process and strong company culture consistently result in highly skilled engineers who seamlessly integrate into our projects. Honestly, we can’t imagine the industry without OmiSoft.
Chiara Russo
CEO @Codemotion
5.0
5.0
OmiSoft impressed us with their technical expertise and reliability in meeting deadlines. Their team worked smoothly with ours, delivering high-quality solutions that helped us reach our goals on time.
Stas Nartov
CEO & Founder at Cliqbird
5.0
5.0
OmiSoft demonstrates exceptional clarity in communication and efficiency in delivery. Their team’s dedication and results-driven approach exceeded our expectations.
Vitaliy Basiuk
CEO at EvaCodes
5.0
OUR PROCESS
From Investment Logic to a Live Platform
We turn your investment model, investor journey, operating rules and integration requirements into a configured white-label platform. Custom product development is scoped separately.
PLATFORM FLOW
End-to-End Investment Platform Flow
Connect investor acquisition, verification, deal participation, payments and ongoing portfolio servicing in one controlled journey.
Investor Onboarding
Investors create an account, provide profile information and begin the configured onboarding journey.
KYC / Eligibility Check
Identity, AML, accreditation, jurisdiction or investor-type checks are completed before access is approved.
Deal Discovery
Approved investors browse available opportunities, review key terms, documents and eligibility requirements.
Investment Allocation
The investor selects an amount, confirms the allocation and completes the required agreements or disclosures.
Payment Processing
The platform records the investment payment through the configured card, bank, open-banking or optional digital-asset rails.
Portfolio Tracking
Investors monitor allocations, transaction history, documents, updates and available performance information.
Payouts & Reporting
The platform supports distribution records, payout processing, investor statements and administrative reporting.
Branded investor journey
KYC/AML-ready workflows
Fiat, bank and optional crypto rails
Optional source code ownership
Related Investment, FinTech & Web3 Solutions
WHY OMISOFT
Why Build Your Investment Platform With OmiSoft
Combine a configurable white-label foundation with custom FinTech engineering, so your platform can launch faster while still reflecting your investment model, workflows and long-term product strategy.
Ready to Launch Your Investment Platform?
FAQ
We've got the
answers
What is a white-label investment platform?
A white-label investment platform is configurable software that lets a business launch a branded investor portal, deal marketplace and administrative back office without building every module from scratch.
How fast can we launch?
A standard white-label configuration may launch in a matter of weeks after the scope, branding and required integrations are confirmed. Custom workflows, provider approvals and bespoke development can extend the timeline.
What investment models can the platform support?
The platform can be configured for real estate, private credit, funds, debt products, crowdfunding, alternative assets, private markets and optional tokenized investment products.
Can we customize investor onboarding?
Yes. The onboarding journey can include custom profile fields, investor classifications, questionnaires, document requests, eligibility steps, disclosures and manual review workflows.
Do you support KYC/AML?
Yes. OmiSoft can integrate third-party KYC and AML providers, screening steps, approval statuses and manual review tools. The final workflow should be defined with your legal and compliance advisers.
Can we add payments and payouts?
Yes. The platform can connect card, bank transfer, open-banking or other payment providers for deposits, investments, refunds and payouts, depending on provider availability and your operating model.
Can we add tokenization or blockchain features?
Yes. Tokenization, smart contracts, digital wallets, EVM networks, TON and blockchain-based ownership or settlement modules can be added when they fit the product and legal structure.
Who owns the platform and source code?
Source code ownership is optional and depends on the selected package. Code handover, documentation and independent infrastructure can be included in the agreed delivery scope.
Do you handle legal or compliance setup?
OmiSoft delivers the technology layer and can integrate compliance providers. Licensing, legal structuring, offering documents and jurisdiction-specific approvals remain the responsibility of the client’s legal team or appointed partners.
How is white-label different from custom development?
White-label delivery starts with a configurable platform foundation to reduce initial build time. Custom development creates proprietary workflows, architecture and interfaces around more specialised business requirements.