Solution introduction
Investor Portal by Devexperts is a financial software solution for wealth-management companies working with high net worth individuals, investment companies, pension and profit sharing plans, charitable organizations, and corporations
Devexperts Investor Portal is a software application for investors to see their assets and manage their portfolios, and for advisers to provide investors with investment strategy options and financial reports.
The solution can be easily to integrated into a client’s existing infrastructure, connected to various venues, upload an overview of previous transaction history and holdings.
Devexperts Investor Portal has a state-of-art UI appealing to all generations of users. It is equally efficient and easy-to-use on desktop PCs and mobile devices.
