Investment Management Software
Our Investment Management Solution enables financial service provider to manage and track customer investments and long term deposit. It enables you to offer long term deposit products to your customer thinking personal and long term savings.
The solutions available includes deposit for intrest accrual or investment portfoilios with ROI calculation and sharing among investors. You will be able to setup investment porfolios and allow customer to buy stocks and the profit will be share based on customer contributions.
Features includes management of investment customers, portfolios management, porfolio tracker, investment deposit, interest calculation, portfolio ROI calculation and sharing, withdrawal and re-invest.
With ability to generate report such customer reports, investment portfolio reports, transaction reports, real-time performance metrics, investment breakdown by categories, management and financial reports.
Contact us to learn more on how our customer experience digital banking tranformation
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