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
portfolio-management-service-pms
Laravel, Next, Tailwind
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.
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 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:
Onboarding (Typeform, etc.)
Communication (Mailgun, etc.)
Deposit bank (if API is available)
Marketing (Google Analytics, etc.)
Performance (monitoring and debugging)
Notifications (Google Firebase, etc.)
Custom APIs
And more...
Whether you have a new idea or an existing system that needs attention?
We are happy to have a conversation with you.
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