Financial Management Platform

Financial Management Platform
Overview

This intuitive financial portfolio management platform provides instant access to monetary tools and data analytics and simplifies investment management. The system helps corporate and private clients manage their finances efficiently and make data-driven decisions.

Challenge

Financial portfolio management can be a stressful experience, and for many people, tracking cash flow remains relevant. It has become a real challenge to make business software useful and straightforward. Empeek has delivered an end-to-end customer-driven solution for stress-free assets and financial portfolio management.

Solution

Financial Client Portal is an investment and asset management platform available on desktop and mobile devices. It serves corporate and private customers and delivers intuitive tools for financial management.

Users can view daily fund and policy data, manage their pension, investments, assets, and protection plans. There’s also a financial consulting panel for the corporate clients for monitoring and analyzing data of hundreds and thousands of their employees.

The platform also generates detailed reports on finances, records relevant information, and sends notifications of investment fluctuations. Client Portal can be used on-the-go from any device. We took every precaution to keep sensitive personal data protected.

Financial Management Platform development

  • Financial
  • UK
  • 18 months

Technologies

  • ASP.NET
  • Azure
  • Sendgrid

Features

  • Interactive dashboard
  • Automatic reports generation
  • Financial data analysis
  • Cloud integration