The company is a world-renowned investment and financial planning software provider. The developed platform integrates FinaMetrica’s risk tolerance profiling tools with enhanced financial planning and portfolio tracking capabilities to deliver and monitor the highest standard of advice to clients through the world’s most rigorous, academically validated, and market-proven suitability technology with multi-award-winning financial planning software.
This project is a platform for financial advisors who manage accounts, assets & liabilities, portfolios, goals, savings, revenues, etc, of all family members of the client. An ultimate product was achieved after meticulously working on each segment of the framework and security integrations. Detailed testing took place before handing over the final website to the client with credentials to ensure excellent results. Extensive market research went behind designing the theme and extra care was taken to make the site user-friendly and reliable. We understood the client's requirements completely before proposing innovative solutions. The elements like category assignment, security, and responsive UI/UX were praised
Our experts team are here to understand your project idea, discuss & provide analytical insight, cost estimates and duration to complete the project.