-
Challenges
-
Deliverables
-
Conclusion
-
Integrating Gmail to display email details.
Create custom D3 charts to visualize the details.
-
Our team successfully addressed these challenges and finally delivered these impeccable features:
Created a responsive UI based on the client's requirements and generated charts using D3.js.
Master Security List: View and edit your stocks, bonds, and other instruments.
Integrations: Extend FinFolio by integrating with other apps.
Composites: Calculate and publish returns for account groups.
Trading Setup: Create target models, equivalencies, and trading rules.
Report Setup: Modify report, index, and calculation settings.
-
Our portfolio management software serves as an invaluable tool for investment advisors, empowering them to make informed decisions and effectively manage their clients' investments.
It Empower Investment Advisors with Informed Decisions.
Streamline Portfolio Management and Enhance Risk Management.
Innovate for Success with User-Centric Design
Build Lasting Client Relationships based on Trust and Results
Integrating Gmail to display email details.
Create custom D3 charts to visualize the details.
Our team successfully addressed these challenges and finally delivered these impeccable features:
Created a responsive UI based on the client's requirements and generated charts using D3.js.
Master Security List: View and edit your stocks, bonds, and other instruments.
Integrations: Extend FinFolio by integrating with other apps.
Composites: Calculate and publish returns for account groups.
Trading Setup: Create target models, equivalencies, and trading rules.
Report Setup: Modify report, index, and calculation settings.
Our portfolio management software serves as an invaluable tool for investment advisors, empowering them to make informed decisions and effectively manage their clients' investments.
It Empower Investment Advisors with Informed Decisions.
Streamline Portfolio Management and Enhance Risk Management.
Innovate for Success with User-Centric Design
Build Lasting Client Relationships based on Trust and Results