Asset management

We built a $10+ million asset management platform in 30 days

ZestAMC went from spreadsheets to a production platform with investor portals, automated payouts, and KYC/AML compliance. One month. Fixed price. We can build yours for $10,000-$20,000.

See the ZestAMC demo

$10M+

AUM

200K+

Users

30

Days to launch

5

Portals

0

Rounding errors

The problem

You're running a fund on spreadsheets

Your team tracks investor allocations in Excel. Payouts happen through manual bank transfers. NAV calculations live in a shared Google Sheet that three people edit at the same time. One decimal error on a $2 million fund and real money disappears.

Compliance is a folder of PDFs. KYC verification is email attachments and manual checks. When your auditor asks for a transaction history, someone spends a week assembling it from five different sources.

You've looked at the alternatives. FXBackOffice charges $1,000-$5,000/month and needs customization for your fund structure. Juniper Square starts at $24,000/year and was built for real estate, not your fund. Enterprise platforms want six figures and a 3-year contract.

Or you own a platform built for your fund. $10,000-$20,000. Once.

What we built

ZestAMC: from spreadsheets to production

ZestAMC investor dashboard showing fund performance and allocation data
01

Investor portal

Your investors email you for statements, NAV updates, and distribution notices. ZestAMC investors log in and see everything: fund performance, their allocation, payout history, and pending distributions. Self-service. No support tickets.

ZestAMC fund manager dashboard with AUM charts and role-based views
02

Fund manager dashboard

Five user roles, five different views, one codebase. Fund managers see AUM, performance, and profit distribution in real time. Admins manage users and funds. Compliance officers run KYC workflows. Support agents handle live chat. Each role sees only what they need.

ZestAMC automated payout flow showing atomic transaction steps
03

Automated payouts

Payouts that took your ops team days now run automatically. ZestAMC processes distributions across TRC20, ERC20, and BEP20 networks as atomic transactions. If any step fails, the entire batch rolls back. Fiat rails work the same way; the payout engine is currency-agnostic.

ZestAMC features overview showing KYC verification and compliance tools
04

KYC/AML compliance

Every investor completes identity verification before their first investment. Sumsub handles KYC through SDK integration and webhook callbacks. The platform creates an audit trail for every transaction, calculation, and data change your compliance officer needs.

ZestAMC fund listings with precise financial calculations
05

Financial-grade precision

JavaScript's Number type loses precision above 2^53. On a platform managing $10+ million, a rounding error becomes a compliance violation. ZestAMC stores every monetary value as NUMERIC(30,8) in Postgres and uses decimal.js for every calculation. 30 digits, 8 decimal places. Zero rounding errors across $10+ million in assets.

Speed

30 days from first call to production launch

ZestAMC needed a platform by mid-January. We started in mid-December. 30 days later, the platform was live, processing real investments, running KYC verification, and managing $10+ million in assets across 200,000+ users.

After launch, we kept shipping. Tranche-based investment batching. Referral chain payout automation. Feature flags for progressive rollouts. 179 database migrations, each one tested before it touched production data.

We move this fast because the founder scopes your project, understands your fund structure, and writes the code. No handoff to a junior team. No three-month requirements phase. The person on your discovery call is the person who builds your platform.

Process

From demo to production in three steps

1

You see the ZestAMC demo (30 minutes)

Walk through the live platform with the person who built it. Investor portals, fund dashboards, payout automation, compliance workflows. Bring your questions.

2

You get a fixed-price scope (48 hours)

A product requirements doc with features, architecture, timeline, and a fixed price. Yours to keep whether you hire us or not.

3

You get a working platform (4-8 weeks)

You review a live staging URL, not mockups. The price doesn't change.

Pricing

What a custom platform costs vs. the alternatives

Spreadsheets + manual SaaS platforms Custom from Savi
Upfront cost $0 $5K-$25K setup $10,000-$20,000
Annual cost Your team's time $24K-$100K+/yr Hosting only (~$50-$200/mo)
Fits your fund structure You force-fit it You force-fit it Built around it
Compliance audit trail None Partial Complete
Ownership N/A Vendor controls data You own code + data
Scales with you Breaks at 50 investors Breaks at your fund structure Built for your scale

Related reading

What fund management software costs in 2026

Manual operations cost your team 15-20 hours a week. SaaS platforms run $24K-$60K a year. A custom platform costs $10,000-$20,000 once. Full breakdown with real numbers.

Custom vs SaaS for fund management: when to stop renting

FXBackOffice costs $36,000-$60,000 over three years. A custom platform costs $10,000-$20,000 and you own the code. Three-year TCO comparison.

How ZestAMC went from spreadsheets to $10+ million in 30 days

ZestAMC managed crypto funds on spreadsheets. Manual payouts took days. They launched a production platform with 5 portals and automated payouts in 30 days.

Demo

See what $10+ million in managed assets looks like

30-minute walkthrough of ZestAMC with the person who built it. Live platform. No slide decks.

No sales reps. No proposals that take two weeks. A working platform and a conversation.