Portfolio Management Service PMS

Portfolio Management Service PMS.

A powerful desktop and app platform that puts portfolio and personal preferences at the center.

PMS with various integrations

Develop an interface that provides a comprehensive view of the effects of an investment portfolio. The user-friendly PMS (Portfolio Management Service) shows detailed data from returns to risk.

Full integration of Blanco suite (and AIRS)
"Self onboarding" feature
Optimal for app, tablet, and desktop
Single Sign-On and 2 Factor Authentication
Detailed data:
- Portfolio content
- Invoices
- Documents
- Reports

AFM regulated market

Client

portfolio-management-service-pms

Year

From 2021 to present

Technology

Laravel, Next, Tailwind

“A deal is a deal”

Yield.inc is a new asset manager in the Netherlands that focuses on excellent customer experience, sustainability and technology. When faced with the question of whether to develop our platform in-house or with a partner, we got in touch with Spartner. We are still 100% behind the choice for Spartner because we own the source code and with Spartner, a deal really is a deal, whether it concerns the delivery date or the agreed budget!

Hans Lugtenberg Partner at Yield Inc.

Putting the user first.

We put the user - not the product - at the heart of the PMS interface. In other words, the users can interact easily with financial products relevant to their specific needs.

We designed a user flow that starts with the investor's profile and preferences. This involves mapping risk + return + sustainability for each user. Then each piece of content as well as the investment portfolio is adapted to the key themes from the investor profile.

A modern PMS.

A modern Portfolio Management Service application that allows customers to invest in companies that create technology, infrastructure, and services that benefit both humanity and the planet.

Integration possibilities: