Digital Wealth Manager app for portfolio tracking, market data, trading tools, and chat with admin or RM.
Summary
The application is a Digital Wealth Manager wherein users can view their existing portfolio and holdings in different custody accounts as well as the portfolio performance. They can browse through different categories and view the market data for various assets like Equity, REITS, ETFs, Foreign Exchange, etc. fetched from third party API. Users can add any asset to watchlist and access trading tools. Users will be able to interact with admin or RM through chat interface to send messages, documents and receive files for dummy portfolios.
Features
- Manage Portfolio
- Manage existing Holdings
- Create Dummy portfolio
- Check based on Asset
- Performance Management
- Market watch
- Chat with RM
- Manage watch list
- View Investor Board
- Related News Feed
- Asset Categories
- Trading Tools
- Graphical Analysis
- Transactional Reports
- Investor Store
- Expense management
- Funds & commodities
- Notifications
- Profile and Settings