About
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.
Project Highlights
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.
Case StudyThe Challenges
- Engineering the web appThe 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.
- Securing the platformThe client wanted a safe application as they were dealing with the financial assets of many people.
- User-friendliness of the appThe client wanted it to be easy-to-understand where the performance of the portfolio will not be difficult to grasp.
- All-in-one featuresThe client was looking for a web-based investment management system that will be easy to manage and monitor fully.
Tech Stack
CSS 3
HTML5
JavaScript
jQuery
PHP
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.
