Problem: Financial planners and investors need an online system where they can manage their portfolios, generate reports, and access the investment tools they need on a daily basis.
Solution: A self-service investment portal with robust security and powerful tools designed specifically for financial planning.
Nedgroup Investments (NGI) approached us to design and build a secure and user-friendly self-service investment portal for their clients.
Our solution allowed investors and financial planners to manage investments, generate reports, make projections, transact, inspect data, and access the financial tools they need, all from within NGI’s secure client dashboard.
Our agile approach and experience in financial technology meant that we were able to help NGI quickly get to market and respond to their clients’ needs.
We built custom investment tools straight into the platform itself, with a robust back-end that can handle thousands of on-demand data queries and plug into various data-sources in a secure environment.
The entire system was designed to equip financial planners with the information they need to make informed and accurate decisions.
We helped Nedgroup Investments reach their goal of offering an online self-service application with powerful security and a user experience that made it a joy for financial planners to use every day.
- View the real-time status of your investment portfolio
- Transact, switch funds, and make withdrawals directly from within the client interface
- Generate custom reports and projections
- Built-in tools and calculators for financial planners
- Morningstar integration
- Auto-scheduling of email reports and statements
- Auto-creation of PDF forms
- User-access and client-access security levels
- Built-in Capital Gains Calculator
- Built-in Regulation 28 Calculator
- Built-in TER Calculator
- Built-in IRR Calculator
- Adobe Analytics to measure and improve the user experience track user activity, and report on user patterns
- Market Data Charts
- Portfolio Risk Analysis Tools
- Portfolio Benchmarking Tools with International Indexes
A Focus on Industry-Leading Security
Financial services businesses require a no-compromise approach to the quality of their software. Security and reliability is of utmost importance, and attention to detail is critical in every stage of development. These were the requirements in the development of NGI’s investment portal:
- Industry-leading security
- 100% up-time and reliability
- A fast and responsive user-experience
- A user-friendly client interface