Mobile Investment Portfolio Solutions

Give more powers to your customers.

Mobile Investment Portfolio Solutions

Managing one’s investment portfolio requires 24/7 access to the investment profile and continuous assessment of asset allocation. It is also essential to have access to corporate news all the time. Apart from this regular detailed analysis of assets is also required.

The Mobile Investment Portfolio Solution proves valuable for portfolio management as they can provide the information, tools, and workflow necessary to conduct a highly personalized comprehensive, structured, and collaborative portfolio review and goal planning for customers, at any location, while maintaining information security.

Technologies Powering Mobile Investment Portfolio Solutions

Technologies powering Mobile Investment Portfolio Solutions

Mobile
Analytics

How It Works

The Mobile Investment Portfolio Solution provides the following functionalities:

How It Works

The Mobile Investment Portfolio Solution provides the following functionalities:

Transactions

The user is required to download the app and register, post which he can feed previous transactions or make transactions directly through the app.
Updates

Receive news and alerts about ongoing market events and obtain real-time feed which will help in decision making.
Graphical analysis

Use charts in order to monitor price trends for financial instruments.

Benefits

Influence decisions

Help the the consumers make decisions at their convenience with real-time information
Customer relationship

Improve customer relationship with constant communication
App analytics

Understand your customers better and identify opportunities for better service.

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Explore Our Mobile Investment Portfolio Solutions Solutions

EXPLORE OUR Mobile Investment Portfolio Solutions SOLUTIONS

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Mobile Investment Portfolio Solutions