The Investment Management App is a demo platform designed to showcase how organizations can streamline investment operations. This application provides robust tools for managing investor portfolios, transactions, and user interactions efficiently. With separate portals for both investors and account managers, the platform demonstrates powerful features for comprehensive investment management.
Access the Investors/Users portal to explore investment plans, make test investments, manage wallets, and simulate real-world transactions.
Account Managers/Admins PortalVisit the Admin portal to manage investors, review and approve transactions, and handle authentication and access controls. Chat us up for the login credentials.
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Among the key features of the Investment Management App but not limited to, are:
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If you’re interested in purchasing this application and having it customized and hosted for your organization, please fill out the form below.
This platform is a demo version created for testing and demonstration purposes only. All transactions and data entered here are simulated and should not be treated as real. If you are interested in a production-ready version of this application, please contact us via the request form above.