WebOsmotic Delivers the Ultimate Wealth Management Solution for 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
- Investment
Country
- USA
Services
- Frontend Development
Technology
React
Redux
Bootstrap
- Challenges
- Integrating Gmail to display email details.
- Create custom D3 charts to visualize the details.
- Deliverables
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.
- Conclusion
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
Mathew Abar
CEO of Finfolio
“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?
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