The investment portfolio to monitor the financial evolution of each client and define the profile for each investment
A little about the project and its stages
The challenge was to create an application so that brokers can monitor their clients' investment applications, being able to have a consolidated view of each investment, gains, losses and general profile information.The product's proposal is for each broker to have all the necessary information from their clients at their fingertips in their pocket. This way, you can consult this information at any time quickly and securely.
User Interface
With the company's needs, an application was created where its employees can monitor each client's investment information.
