Encore Investor App
About Project
The mobile app developed throughMobile app development services, 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.
Mobile
Platform/OSFinance
Category
Brief
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.
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.
Case StudyFeatures
Check the balance sheet, asset allocation, contract details, and other critical information in real-time.
Read the latest industry news.
Stay up-to-date on current market trends and new investment opportunities.
Connect with a dedicated relationship manager.
Diversify investments based on current bullish trends in the market
Tech Stack
Laravel
Android
IOS
Amazon Web Server
