The advisory firm faced several challenges in delivering an effective and streamlined investment management experience for their clients:
- Centralized Investment Management: Investors needed a holistic view of their finances, covering asset allocation, investment goals, and risk profiles, all from a single platform.
- Complex Analytics and Portfolio Insights: Advanced analytics, such as fund comparisons, sector breakdowns, portfolio overlap, and risk assessments, were crucial for informed decision-making but required seamless integration and accessibility.
Goal Tracking and Engagement: Clients needed tools to help them visualize progress toward their financial goals, categorized by New, Ongoing, and Completed stages, enhancing engagement.- Seamless Onboarding with Video KYC Compliance: With clients requiring multi-member access and regulatory compliance, the firm sought a solution to simplify account holder management and streamline Know Your Customer (KYC) procedures.
We developed Fintech Software, an intuitive, feature-rich web application that addressed the client’s requirements by centralizing investment data and streamlining the financial planning process.
- Single Platform for Investment Management: The software provides a consolidated dashboard with asset allocation analytics, transaction history, and total investment summaries, offering a comprehensive view of each user’s portfolio.
- Detailed Fund Analysis and Insights: Advanced analytics of mutual funds and informed decision making
- Goal Planning and Tracking: Goal-based investment tracking enables clients to set, monitor, and complete financial goals with personalized insights.
- Seamless Account Management: Features for managing multiple members, completing KYC, and assessing risk profiles support regulatory compliance and personalized service.
The solution was successfully launched, providing a robust platform for investment management with advanced analytics and engagement tools.
Proses has built fintech domain applications. They have good technical expertise in web and mobile technologies. They meet good standards of professionalism in interaction and delivery and have robust project management mechanisms.
- Enhanced Client Engagement
- Improved Decision-Making
- Streamlined Compliance
- Increased Client Retention
- Investment Targets vs. Actuals
- Comprehensive Analytics
- Enhanced Fund Analysis
- AMC & Hybrid Portfolio Analytics
- SIP Comparison & Fund Picker
- Portfolio Tracking for Multiple Members
- Real-Time Analytics
Stock & Inventory
Fintech Software has positioned the client as a leader in personalized financial advisory services, equipping investors with tools for financial insight and goal achievement. Through its innovative design and comprehensive functionality, Fintech Software continues to support the firm’s mission to empower clients in their financial journeys.
Reach out to us today to discover how our innovative technology solutions can transform your business.
