The clients are banks and portfolio management consultants who we need to assist by organizing their client portfolios by their respective investor categories for the stock exchange.
- Linking Multiple Accounts
- Providing portfolio details using expansive UI/UX
- Organizing portfolio as per categories and business rules
- Stock exchange API integration
- Well organized customer portfolio
- Customer’s current accounts management
- Keep watch over portfolio & current account transaction histories
- Order placement of different types such as stocks/bonds, options, futures, and combinations as per client requests
- Buying power management and future guidelines
- Statistics management for orders
- Related accounts management for clients with multiple accounts
- Integrated configurable bots to increase the efficiency of operations leading to easy plug-and-play with different backend systems.
- Use of data analytics to help in making better decisions
- Clear Overview of client portfolio consolidating various segments using graphs
- Ability to view the information in a particular time frame i.e. days/months
- Linking of multiple accounts with single ownership