arrow_circle_right Financial services

Consulting and technology for wealth and asset management

Simplify complex technology estates, improve advisor productivity, and deliver better digital experiences for your clients.

Wealth & asset management. Expert Financial Adviser Assists Couple With Investment Funds.

Wealth & asset management sectors

Wealth managers and asset managers face a widening gap: client expectations rise faster than budgets, while technology estates grow more complex. We help close it – rationalising platform landscapes, equipping advisors with genuinely useful tools, and turning SFDR, MiFID II, and DORA reporting into an automated process rather than manual control work.

Private Banking

Asset Management

Investment Funds

Brokerage

WealthTech

arrow_circle_right Why it matters

Challenges we help you tackle

dataset
Advisor productivity is constrained by fragmented tools, manual reporting, and time spent on data gathering rather than client relationships.
work_update
Clients increasingly expect on-demand portfolio visibility and personalised digital experiences.
integration_instructions
Complex technology estates – often including multiple legacy platforms – drive high maintenance costs and integration risk.
auto_mode
SFDR, MiFID II, and DORA obligations require robust, automated reporting across the full data lifecycle.
lock_reset
Private assets (private credit, real estate) are growing as an allocation – but operational readiness often lags.
Laptop with Investment Data Screen. Trading Digital Asset Platform. Platform rationalisation and core systems

arrow_circle_right Our consulting and technology services

Platform rationalisation and core systems

  • Assessment and simplification of technology landscapes – identifying redundant systems, consolidating vendors, eliminating costly integrations.
  • Advisory, implementation, and modernisation services for leading platforms: Murex, Kondor, and Calypso – across sales and distribution channels, operations and NAV calculations.
Financial advisor in a meeting with female client discussing investment proposal. Advisor productivity and digital client tools

Advisor productivity and digital client tools

  • AI-assisted client preparation and automated reporting tools for relationship managers.
  • Lightweight but sophisticated client portals offering on-demand portfolio visibility.
  • Mobile-first applications for wealth managers and their clients – intuitive, secure, and compliant.
  • CRM solutions tailored to wealth management – supporting personalised client engagement and more effective prospect management.
Businessman using tablet for analyzing data stock market in monitoring room with team pointing on the data presented in the chart. Advanced data intelligence and AI

Advanced data intelligence and AI

  • High-performance data aggregation and transformation – turning multi-source operational data into actionable business intelligence, integrated with your existing BI and reporting infrastructure (Power BI, Tableau, or bespoke).
  • AI-powered data extraction to automate research, compliance, and reporting workflows.
  • Customised data visualisation tools for market trend analysis, trading opportunity identification, and financial data presentation.
Investor working on new investment options. Regulatory technology and operational resilience

Regulatory technology and operational resilience

  • DORA ICT risk framework implementation, third-party risk management, and business continuity planning.
  • Unified data architecture for SFDR, MiFID II, and DORA reporting, replacing fragmented silos with a consolidated, automated platform.
  • AI workflow automation – reconciliation, client reporting, contract and document extraction – deployable within 6–12 months on existing systems, with no large-scale transformation required and targeted at firms running lean operations.
Couple handshaking with financial advisor after successful meeting. Private assets readiness

Private assets readiness

  • Operational readiness assessment to onboard private credit, real estate funds, or other alternative asset classes.
  • Gap analysis, vendor shortlist, and phased roadmap – clear decision points before material investment.

arrow_circle_right Key facts

psychology

2,000+

engineers across the Spyrosoft Group

person_pin

300+ clients globally

including 10+ major financial institutions

show_chart

Listed on the Warsaw Stock Exchange

$167M USD revenue in 2025

policy

Compliance with standards

FCA, EBA, DORA, GDPR, PCI DSS

arrow_circle_right Certificates

arrow_circle_right Our team

Meet our experts

Michał Kaleta

Michal Kaleta

Director of Financial Services

Communication transparency helps to solve many problems

I am an IT manager with 15 years of professional experience in developing and managing IT solutions in an international environment and with remote teams. Most of my professional path was related to software development, IT service management and technical customer support, however for last years I have been focusing on building offering and business strategy execution.

In my daily work, I focus on clients’ needs and partnership relations. I value transparent communication in achieving goals and in actions. At Spyrosoft, I’m responsible for building and growing the Financial Services offering and delivery of financial solutions.

Michal Juchnowicz Spyrosoft

Michal Juchnowicz

Managing Partner, Financial Services

Deep domain expertise is the foundation of client trust

With over 20 years in financial markets, I specialise in the functional and technical architecture of trading and banking solutions spanning Front-Office, Back-Office, and Accounting.

I’ve delivered analytical, advisory, and implementation projects for Polish and international banks and financial institutions, and led RFP processes to help clients identify and select the right vendors for their target systems.

Much of my work has centred on Calypso, a leading cross-asset trading and risk management platform. I’ve led its implementation in several Polish banks, building one of the deepest hands-on specialisations in the platform in Europe.

At Spyrosoft, I co-lead the Financial Markets area and drive the growth of our global partnership with Nasdaq, helping clients turn complex capital markets challenges into practical, scalable solutions.

Piotr Tadych Spyrosoft

Piotr Tadych

Managing Partner, Financial Services

Capital Markets and Treasury Transformation has been my focus for over 20 years, working with banks and financial institutions to drive complex change from strategy through to delivery.

During nearly nine years at Accenture Poland, I led advisory and implementation engagements across Poland and Europe, covering TMS market analysis, RFI/RFP processes, target architecture design, and full-scale implementations of Calypso and Kondor+/K+TP, including cloud deployments on Microsoft Azure.

Before that, I spent over six years at Raiffeisen Polbank managing the IT project portfolio for the Risk, Finance, and Treasury domain. I started my career at Lufthansa Systems Poland, building expertise in regulatory reporting for banks in Poland, Ireland, and Luxembourg.

At Spyrosoft, I bring together deep domain expertise and hands-on delivery experience to help clients take on the financial transformation programmes that matter most.

Krystian Karwowski Spyrosoft

Jakub Trocha

Managing Partner, Financial Services

For more than two decades, I have been involved in IT system implementation, integration and technology consulting for the banking and financial sector. Throughout my career, I have delivered projects for leading financial institutions across Poland and Europe, supporting complex transformation initiatives across both business and technology domains.

My experience combines engineering expertise with a consulting background, allowing me to bridge the gap between technology and business needs. I focus on delivering solutions that create measurable business value.

arrow_circle_rightContact

Interested in collaborating with us?
Get in touch!

Michał Kaleta

Michal Kaleta

Director of Financial Services

+48 517 944 920