Finalyze
UK-based investment portfolio tool which is sold as SaaS to individual investors in order to increase their portfolio efficiency, calculate the current risk-levels and find a way to diversify them.
Description
Objective
To create a clean and simple platform for portfolio management that wouldn't be confusing and can be used by investors of any level of experience.
Solution
We produced a system which has a wizard for choosing the level of investor. Based on the level we propose different risk and diversification strategies. The platform is integrated with different UK-based brokers for synchronization of the data of the investment accounts.
United Kingdom
Project Industry
Fintech
- — Portfolio management
Services provided
Software Product Development, Support & Maintenance, UI/UX Design, Software Testing