Business Situation and Requirements
Managing large volumes of investment data, maintaining transparency, and providing timely updates to customers can strain operations. Manual processes increase the risk of errors and drive up costs, while assessing portfolio performance in dynamic markets requires expertise and robust analytics tools.
In order to mitigate these challenges, the client envisioned a mobile application that would streamline these operations, offering customers a sorted, insightful, and real-time view of their portfolio performance, improving user experience and operational efficiency.
The client wanted to develop a mobile application that would offer a sorted and insightful view of customer portfolio performance. The app was required to integrate with Salesforce CRM to display custom reports and real-time investment progress, while providing regular updates on investment status.
The client chose Unthinkable for our fintech application development expertise as well as our deep knowledge of the Salesforce ecosystem. Their key requirements were to:
Conceptualize, design, and develop a mobile application as a single source of truth for customers’ portfolio performance.
Integrate with Salesforce to create a unified business tool supporting the full portfolio management lifecycle.
Provide a customizable interface for personalized portfolio views and workflows.
Implement a role-based access system with tailored permissions for management, advisors, associates, and customers.
Incorporate data visualization and interactive charts to display portfolio performance clearly.
Deliver actionable insights to help users make informed financial decisions.
