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The Web-Based Investment Management System
Tech Stack
CSS 3
HTML5
JavaScript
jQuery
PHP 5
About Client
The client, a leading financial advisor in Connecticut, who helps people manage their financial assets. They possess an in-depth understanding of thematic investment, hedge fund portfolio construction, and its implementation. Their team is committed to assisting others in ensuring proper capital investment.
About Product
The web-based investment management system by Brainvire helped the client to address a few major challenges of his business. The application enabled the customers to check out different themes and portfolio, which helped them to allocate their funds to various themes. The product made it easier for the costumers to easily buy or sell the funds invested into the selected themes.
Engineering the web app
The client wanted to modernize and digitize the business whereby the customers could select a theme and make their own investment to the chosen themes via an online portal, without taking any help.
Our web-based application comes engineered with properly illustrated multiple themes for investing the funds. It clearly shows the selected theme performance for more clarity. Specifying the amount, date and duration is easy.
Solution
The Challenges
Result
- Track portfolio performance 24*7
One can track the portfolio performance anytime and from anywhere.
- Hassle-free theme management
Managing and monitoring the theme became convenient now.
- Hassle-free fund selling/buying/transferring
Partial/full funds allocated to themes can be bought/sold/transferred easily.
- Security is tight 24*7
There are no chances of malware threat to the investments with a robust security system.
Product Screens
Client Testimonials
We hired developers from Brainvire for our project and I must say they did an excellent job! Every detail was understood and the project was delivered with a great amount of accuracy. We are looking forward to working again with this team for our future projects as well.
