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.

Services

Frontend Development

Technology

Bootstrap

  • Integrating Gmail to display email details.

  • Create custom D3 charts to visualize the details.

Discuss Your Project

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.

Discuss Your Project

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.

Discuss Your Project
  • Challenges

    • Integrating Gmail to display email details.

    • Create custom D3 charts to visualize the details.

    Discuss Your Project
  • 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.

    Discuss Your Project
  • 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.

    Discuss Your Project

    Shall we talk about Upgrading your Business?

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