Task

Client investment portal for a major player in the London financial market.

Solution

Amiscon developed a solution that combines a corporate style with a website, a client-investor personal account, and a dashboard for portfolio management.

Features:

1. Corporate Website:
   • Professional Design: Reflects the corporate identity and professionalism of the financial firm.
   • Information Hub: Provides detailed information about investment opportunities, market insights, and company services.
2. Client-Investor Personal Account:
   • Secure Login: Ensures secure access to personal investment accounts.
   • Portfolio Overview: Allows investors to view their portfolio performance, including assets, returns, and historical data.
   • Transaction History: Displays detailed records of all transactions, providing transparency and easy tracking.
3. Investment Portfolio Dashboard:
   • Real-Time Monitoring: Offers real-time updates on portfolio performance and market conditions.
   • Customizable Views: Allows investors to customize their dashboard to focus on metrics and assets most relevant to them.
   • Analytical Tools: Includes tools for detailed analysis of investments, risk assessment, and performance forecasting.

Results:

The client investment portal developed by Amiscon offers a seamless and efficient platform for investors to manage their portfolios and for the financial firm to maintain a professional and engaging online presence.

• Enhanced User Experience: Intuitive interface and professional design improve user satisfaction.
• Transparency and Control: Investors have full visibility and control over their investments.
• Real-Time Insights: Real-time data and analytical tools empower investors to make informed decisions.

Ready to transform your investment management process? Contact Amiscon to learn how we can help you create a cutting-edge client investment portal.