Digital wealth management

The application ensures the complete digitization of processes associated with investments in securities and mutual funds

• Investing regularly in your portfolio (saving)
• Investing in a portfolio (individual)
• Withdrawal of an investment from a portfolio
• Portfolio balance (rebalancing)
• Client Profiling
• Monitoring the suitability of the portfolio
• Calculation of fees and taxes
• Calculates portfolio performance
• Management of an equity account for mutual funds
• Reporting processes
• Pre-trade and Post-trade reporting
• Portfolio Status Reporting