About Project

The mobile app, developed for a prominent investment management firm based in Dallas, manages investments to the tune of billions of dollars. Investors can visualize the balance sheet, asset allocation, contract details, and other critical information in real-time. Integrated with Yardi, the financial ERP, the app fetches real-time data pertaining to the client’s allocation of funds in different industries.

What we did

Integrated with Yardi ERP, this is one of the unique wealth management based investor application which allows the investor to keep a track of their investment, look at the new opportunities.Investors can look at their quarterly distribution and get all the contracts and other documents from the app only.

Platform/OS
Mobile
Category
Finance
Case Study
View Now >

Tech Stack

Amazon Web Server
Android
IOS
Laravel

Features

01

Check the balance sheet, asset allocation, contract details, and other critical information in real-time.

Feature

Highlights

With a focus on capital preservation, the app aims to eliminate unsystematic monetary risks that can result in heavy losses. It also promises a best-in-class investing experience and exceptional transactional performance to its users. The app provides 50+ investment opportunities and boasts 1000+ options for asset allocation. Last but not least, it can also manage and distribute quarterly dividends among investors.

Website

Client Testimonials

The new CRM has been praised by relevant internal stakeholders. Brainvire Infotech Inc is a thorough development team with excellent business knowledge.

Shalin Shah

Director of IT - Encore Enterprise

152 Reviews

“The new CRM has been praised by relevant internal stakeholders. Brainvire Infotech Inc is a thorough development team with excellent business knowledge.”

Shalin Shah

Director of IT, Encore Enterprises

1 year ago