WebOsmotic Delivers the Ultimate Wealth Management Solution for FinFolio.

finfolio

Project Summary

Our client initially engaged us to enhance their wealth management platform’s UI/UX. Our dedication to quality and exceeding expectations led to expanding the project into a comprehensive web application. After a fruitful 4+ years, we’ve integrated significant features, solidifying the platform as a cutting-edge solution. Our advanced system empowers clients with state-of-the-art financial tools, earning positive feedback from users and financial advisors alike. It’s a testament to efficient wealth management, improved decision-making, and unwavering security and compliance standards.

Industry

Country

Services

Technology

image 98

React

Group 9511 8

Redux

image 101

Bootstrap

  • 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

client Testimonial

Matt transformed 1 1

Mathew Abar

CEO of Finfolio

Group 9454 1
“WebOsmotic Team did a great job for us over 2 full years. They have great attention to detail and built some amazing screens for our material design app. Highly recommended.”
Shall we talk about Upgrading your Business?
cta ng