Finance & Professional Services

Apps that hold up under an audit.

Namtech builds secure client portals, approval workflows and KYC apps for finance and professional-services firms — where money and compliance leave no room for error, and every action has to be traceable long after it happened.

What we build

Money and trust, handled properly.

Six things a finance app has to get right — secure portals, approvals, compliance flows, identity, payments and messaging — built to work together with the audit trail and the ledger always in agreement.

01

Secure client portals

Authenticated portals where clients see balances, documents and case status — with every session, role and permission locked down from day one.

02

Approval workflows

Multi-step sign-offs, thresholds and delegations that route the right decision to the right person and record who approved what.

03

Compliance-heavy processes

Regulated flows built with audit trails baked in — every action time-stamped and traceable so a review never turns into an archaeology dig.

04

Document & identity (KYC)

Document capture, verification and identity checks that onboard clients fast without cutting the corners a regulator will ask about.

05

In-app payments

Collections, disbursements and reconciliation handled inside the app — with the ledger and the audit trail always agreeing.

06

Secure messaging

Encrypted client–advisor messaging that keeps sensitive conversations off email and inside a channel you actually control.

Who we build for

Every firm answers to someone.

Fintech

Payments, lending and wallet products where security is the product, not a feature.

Accounting & tax

Client portals and document flows that survive filing season without breaking.

Legal

Matter portals, secure document exchange and privileged messaging for firms.

Insurance

Quote, bind and claims journeys with identity checks and clean audit trails.

Wealth & advisory

Statements, approvals and advisor messaging for high-trust relationships.

Corporate services

Entity, compliance and onboarding workflows across multiple jurisdictions.

Why finance & professional services is different

Here the app moves money and carries compliance. A missing audit trail, a weak identity check or an approval that can't be traced isn't a bug — it's a finding. We build audit trails, identity and approvals that hold up under scrutiny, and scope privacy law (PDPA in Singapore, its equivalent elsewhere) from the architecture stage.

What fits your build

Match your firm to a starting point.

These are honest starting points, not teaser rates — every project gets a fixed quote after one scoping call.

If you run…You likely need…Namtech tierTypical timeline
A firm testing a secure client portalOne portal + authentication + document accessStarter / MVPfrom SGD 20,0008–12 weeks
A firm running approvals and KYC in-appPortal + approval workflows + KYC + audit trails + admin dashboardBusinessfrom SGD 38,00012–20 weeks
A regulated platform across jurisdictionsRoles, advanced compliance, core-system integrations & data migrationEnterprisefrom SGD 90,000scoped per project
Full pricing

FAQ

Asked by every finance team.

How much does a finance app cost?

At Namtech, a finance app with a secure client portal, approval workflows and KYC is typically a Business build — from SGD 38,000, with a fixed quote after one scoping call. A focused single-portal MVP can start from SGD 20,000, and a regulated multi-jurisdiction platform from SGD 90,000.

How do you handle security and compliance?

Security is scoped from the architecture stage, not bolted on later. We design around least-privilege roles, encryption, and privacy law — PDPA in Singapore and its equivalents elsewhere — so the build holds up when a regulator or auditor looks closely.

Can the app do KYC and identity verification?

Yes. We build document capture and identity checks into onboarding so clients verify fast, while every step is recorded — giving you the audit trail a compliance review will ask for without slowing the customer down.

Can it integrate with our core systems?

Yes — core-system and ledger integration is scoped up front. We connect the app to your existing accounting, banking or policy systems so staff never reconcile two sources of truth by hand. Deeper integrations sit in the Business and Enterprise tiers.

Do you build audit trails into the app?

Always. Every approval, payment and record change is time-stamped and traceable by design, so who-did-what-when is a query, not an investigation. Audit trails are standard from the Business tier up.

How long does a finance app take to build?

Most finance and professional-services apps ship in 12–20 weeks, including security review, QA on real devices and App Store & Google Play submission. A single-portal MVP can land in 8–12 weeks. Timeline is confirmed in the proposal.

The stakes are high enough. The app shouldn't add to them.

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