Investment Portfolio Management and Trading App mobile app development, Ahmedabad, Gujarat, India

Investment Portfolio Management and Trading App

A leading financial services company- Shah Investors Home Ltd. looked forward to integrating its trading and back-office system in both mobile and web interface. The client wanted to access both the systems using a single login from one place, both from mobile and web interface at the same time.

Key problems

Being a financial application, the foremost concern was related to security without hampering the utility of mobile and web application interface. Further, developing an integrated system for back-office management and trading operations that can be accessed from mobile as well as web interface was also a major challenge. Other challenges included:

Development of integrated web and mobile app portals with single login and access panel for both back office and online trading
Development of intuitive and visually-appealing interface for trading users to check investment portfolio
Creation of online trading system that can process buy/sell orders and show investments under different categories

SOLUTIONS

Nichetech developed an integrated system as per client’s requirements that had two different modules that performed specific functions.

Demat Back Office Module for users to check current investment fund, mutual fund details and details regarding currency, F&O, IPOs, etc.
Online Trading Module for buying/selling stock scripts, mutual fund units & F&Os. Also, the online trading module provided the option of pay-in & pay-out for fund transfer with SIHL, check live market fluctuations using watchlist and track personal portfolios.

BENEFITS REALIZED

Fastest trading Application.
Secure Login and Account
One Account for Family Portfolio
Personalized Watch List of Stocks
Trading in BSE, NSE, MCX and MF
Chart Analysis for Stocks
Personalized Notifications
Single Screen Portfolio Performance
Detailed Reporting of Trades
Back Office Integration

Development Process We Follow

Our design process follows a proven approach. We begin with a deep understanding of your needs and create a planning template.

Investment Portfolio Management and Trading App