Categories : All, Case Study, Finance
About Client
The Connecticut-based client is a leading financial advisor that owns a firm where the team of sixteen people helps the customers in managing their financial assets by guiding them for proper capital investment utilizing the rich experience of thematic investment, hedge fund portfolio construction, and their implementation. The smart investment helps the business to achieve the desired investment objective.
Business Challenges
The client wanted to innovate the business with technology advancements and allow the customers to choose the themes and allocate the funds to distinct themes at their own through an online portal. To make things done, he partnered with the Brainvire team to build a web-based investment management system that client can manage and control in full alongside enabling the users to make their investment.
Solution
The web-based financial service application was built that allow customers to view various themes, portfolio, and enable them to allocate the funds to various themes and buy or sell the funds invested into the themes.
Features
- Various themes to invest the funds are illustrated in detail
- Display the portfolio, their holdings, and portfolio performance
- Portfolio performance is showcased in the graph or tabular form
- Selected theme performance is shown
- Hypothetical performance of the portfolio to visualize how rewarding they will be in the future
- Funds can be allocated specifying the amount, dates, and duration
- Buy or sell the partial or full funds invested into various themes
- The funds can be transferred from one theme to another
- Third party API integration to display the portfolio performance in the real-time
- Other than authentic users, no one has the access to the application
- The Platform supports multiple investment trends
- Admin can easily manage the themes and the clients
Result
- Portfolio performance can be tracked anytime, anywhere
- Themes management became convenient
- No hassle in buying, selling or transferring the funds
- Robust security safeguards the investment from malware
- Graphical display makes understanding the portfolio performance history plain-sailing