Industries We Serve

Custom Software for Financial Management Firms

Custom databases and applications for investment firms, banks, and financial management companies, built for data that has to be accurate, auditable, and secure.

A person reviewing financial charts at a desk with a calculator

Financial firms live and die by the accuracy of their data: fund performance histories with no gaps, shareholder records that tie out to the penny, and reports auditors can trust. Spreadsheets and manual calculations can't carry that load for long.

J Street Technology has built custom software since 1994 for more than 600 clients, including investment advisory firms, banks, and financial planning companies. We design the database first, so the numbers stay consistent no matter how many people and reports depend on them.

What our financial clients needed

  • Clean data from outside parties. Benchmark Plus needed fund managers to enter information that met the firm's standards, from anywhere.
  • Histories with no gaps. Historical fund performance had to be complete, month by month.
  • Shareholder records in one place. Heartland Bank, a family-owned bank network in Nebraska, was managing shareholder transactions, dividends, and stock plans across a patchwork of tools.
  • Fewer spreadsheet calculations. Quarterly dividends, employee stock awards, and tax figures were being worked out by hand in spreadsheets.
  • Mission-critical deadlines. Digital Blue Consulting needed two mission-critical databases deployed on a tight timeline for a client managing over $1B in assets.
Featured case study

Benchmark Plus

Designing impeccable software involves a lot of number crunching, and we're no stranger to it after decades of work with financial management firms — developing structured solutions that help institutions maximize the performance of both their brokers and their clients' investments.

Benchmark Plus, an alternative investment advisory firm, needed a data-driven website their fund managers could use anywhere, any time. We designed and built the underlying database, the ASP.NET web application, and an Access application to manage lookup tables and administrative tasks — saving the firm time and money every day.

Benchmark Plus application screenshot

The Need

Benchmark Plus needed a new data-driven website to collect information from fund managers.

The Solution

J Street designed and built the underlying database, an ASP.NET web application, and a companion Access application to manage the lookup tables and administrative tasks.

How it turned out

  • A simple visual design keeps fund managers focused on the basic functionality, with help screens guiding them through the process.
  • Data validation rules make sure information entered into the database meets Benchmark's standards.
  • A grid for historical fund performance checks not only that values are valid, but that there are no gaps in a fund's history.
  • Tabs and grids show data by year and month, while the database underneath stores normalized month/year records.
“The people at J Street are smart, efficient, and professional. They ask meaningful questions to quickly understand the scope and requirements of a project. During the times we worked together, they quickly came to feel like part of the Benchmark Plus team. The applications they helped create enhance our work efficiency on a daily basis.”
Jeremy Gollehon, Chief Technology Officer, Benchmark Plus

Technologies: ASP.NET, SQL Server, Microsoft Access

Read the Benchmark Plus case studySee all case studies

More financial work: Heartland Bank

Heartland Bank, a family-owned bank network in Nebraska, needed to manage shareholder transactions, dividends, and stock plans more efficiently. We built an Access and SQL Server application that streamlines their data management and improves reporting and compliance.

  • A “time travel” feature shows the shares any shareholder owned on a particular date.
  • Dividends, calculated four times a year, used to be worked out in spreadsheets; now the system calculates them automatically for each shareholder.
  • Employee stock award plans, including custom vesting schedules, are tracked in the system instead of a spreadsheet.
  • Reports for auditors, a Statement of Ownership each January, dividend payment reports, and figures for W-2 and 1099 forms.

Read the Heartland Bank case study.

What we build for financial firms

  • Data collection portals. Secure web applications where outside parties enter data that's validated as they go.
  • Shareholder and transaction systems. Applications that track ownership, transactions, dividends, and stock plans over time.
  • Audit-ready reporting. Reports with subtotals and grand totals that tie out to your other systems, plus Power BI dashboards.
  • Solid databases. Normalized SQL Server databases, on-premises or in the cloud, including on AWS.
  • Taking over existing applications. We took over the existing web application for MoneyMinder, a personal and small business financial planning app.

How much does custom financial software cost?

It depends on scope. As a rough guide, small new applications typically fall between $20,000 and $50,000, medium applications between $50,000 and $100,000, and larger systems above that. Here's what drives database development costs.

Let's talk about your data

Tell us which calculations and reports still depend on spreadsheets. We'll learn how your firm works before we suggest anything; here's how we work. Book a free 30-minute consultation, or call us at (425) 679-6206.

Book a free consultation
Some of our 600+ clients
Microsoft logoIKEA logoBosch logoEddie Bauer logoHewlett-Packard logoLanxess logoCrocs logoBenchmark Plus logoMinntex logoCalamco logoCommercial Brokers Association logoHeery logo
Testimonials

Don't take our word for it. Take theirs.

“J Street has an edge over any other development companies we've worked with. They have an uncanny ability to quickly understand your business.”

Treg Vanden Berg
Project Manager, Fluke Corporation

“The team at J Street designed and built a very complex workflow system to help us increase accuracy and reduce labor costs. This project was very challenging, but J Street persevered and now our system is saving us time and money every day.”

Tom Pool
Executive Director, Drug Free Business

“I highly recommend J Street Technology. Their team is knowledgeable, professional, and a pleasure to work with. Our project was delivered on time, on budget, and their follow-up support has been excellent.”

Jeff Ripley
Owner, Alaska Tourism Partners, LLC

“The people at J Street are smart, efficient, and professional. They ask meaningful questions to quickly understand the scope and requirements of a project. During the times we worked together, they quickly came to feel like part of the Benchmark Plus team. The applications they helped create enhance our work efficiency on a daily basis.”

Jeremy Gollehon
Chief Technology Officer, Benchmark Plus

“J Street Technology has been a pleasure to work with. Armen and his team have the creativity, attention to detail, and technical skills needed to execute their refined systematic process for database design. Our decision to work with J Street was a significant investment for our company, and we are pleased with the result.”

Matt Johnson
President, MinnTex Citrus

“We have received amazing service from Scott on the J Street team. When needed, he worked late into the night to meet our deployment schedule for some complex reporting changes. Scott went above and beyond, and he did it with a really great attitude.”

Jennifer Speer
Sr. Finance Business Systems Analyst, City of Aurora, CO

“I found the entire team to be highly professional, highly competent, and a true partner in our project. They took the time to understand our technical and business constraints and gave us credible advice. I would engage J Street again without any hesitation.”

Chanchal Samanta
CTO, Intac International

“They listened to our needs, asked the right questions, and architected a solution that met all of our objectives. Their unique ability to communicate effectively with technical and non-technical stakeholders was instrumental in the success of the project.”

Gary Babcock
Network Administrator, Calamco

"The whole J Street team is simply stellar; they are approachable, organized, think critically, and produce excellent work. They are always open to receiving constructive feedback — and then deliver on what we’ve asked for in an elegant and thoughtful way."

Mary Lyell Larsen
SVP, Research, and Customer Service, Commercial Brokers Association

“I highly recommend working with Armen and the team at J Street. We did not have the internal skills necessary to support our critical Access applications, and J Street filled our needs perfectly. From their technical work to Armen's wealth of experience, J Street is a top-notch partner.”

Nathaniel W. Polky
Director of Information Systems, Sugar Mountain

“We have been using J Street's centralized database application since 2001. J Street's application has improved our business processes across the agency.”

Jama Hawk
Manager of Business & IT Services, WA State Housing Finance Commission

“From day one, Armen and Jess listened painstakingly to learn our unique business model and our vision. J Street completed the software application the way we envisioned, with professional, reliable, and responsive effort at every twist and turn.”

Kathy Hamburg
Owner, Statewide Rent-A-Fence of Oregon

“The people at J Street are smart, efficient, and professional. They ask meaningful questions to quickly understand the scope and requirements of a project. During the times we worked together, they quickly came to feel like part of the Benchmark Plus team. The applications they helped create enhance our work efficiency on a daily basis.”

Jeremy Gollehon
Chief Technology Officer, Benchmark Plus

“J Street Technology has been a pleasure to work with. Armen and his team have the creativity, attention to detail, and technical skills needed to execute their refined systematic process for database design. Our decision to work with J Street was a significant investment for our company, and we are pleased with the result.”

Matt Johnson
President, MinnTex Citrus

“The team at J Street designed and built a very complex workflow system to help us increase accuracy and reduce labor costs. This project was very challenging, but J Street persevered and now our system is saving us time and money every day.”

Tom Pool
Executive Director, Drug Free Business

Free 30-minute consultation

Tell us about your project and we’ll be in touch within one business day. Or call us directly at (425) 679-6206

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