Nov 05,2020 Mar 29,2024
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What Is Portfolio Management Software Development?

Business is booming across all the sectors and the advent of digital marketing has expanded the customer base for companies. Entrepreneurs are expanding to new avenues and are faced with tough decisions every day. Portfolio Management Software offers digitization of your business plans and priorities helping provide proper direction to your employees and company. Ncrypted Technologies offer a custom based Portfolio Management software with many interesting features like Portfolio Management Dashboard Services, Stock Trading Apps, Portfolio Risk Analysis Software, Fund Manager Software Solutions, Investment Analysis Software etc. to assist you in channeling your companies to success.

Portfolio Management Dashboard Services

Our Portfolio Management Software can be designed to organize your goals and priorities in a detailed, feature-rich dashboard for the use of your employees. The dashboard can be equipped with powerful analytical tools allowing you to evaluate progress and plan your assignments accordingly. We can design role-based access to the dashboard permitting selective access to employees of different strata, ensuring the protection of your data.

Stock Trading Apps

Ncrypted Technologies can also facilitate stock trading applications embedded in your Portfolio Management Software. This will enable you to keep updated of your portfolio while you are busy investing in the stock market. We can design the software to enable various features that will help you check in on the market changes and trends while monitoring your deposits and monetary flow. Our software can be configured with analytical tools to offer you statistical information on your transactions and their results. They can be devised to send out a push notification to bring any important events to your attention.

Portfolio Risk Analysis Software

Risk Analysis Software can be configured to be a part of our portfolio management software. They can be powered by an array of features like specific risk ratio coverage, Pre and Post-trade risk compliance giving you insights on your projects. It can help you identify and address potential operational risk ensuring compliance with regulations at all times. You can achieve transparency of financial and operational risk by conducting regular checks internally and for your clients making decision making processes easier.

Fund Manager Software Solutions

Ncrypted Technologies can equip your software with Fund Management Software Solutions. You will be able to streamline your fund management operations on a single platform with our asset management, fund administration and accounting. We can configure our software to provide a multi-level performance measurement with contribution and attribution analysis helping you make informed decisions. We can devise the software to let you safely store and view financial reports, balance sheets, income statements and other documents with 24/7 access to them on integrated web and mobile modules.

Investment Analysis Software

Investment Analysis software can be added to your arsenal by Ncrypted Technologies along with our Portfolio Management Software. You can manage different types of investments like stocks, bonds, mutual funds and exchange-traded funds on Investment Analysis Software. Our software can be devised to buy and sell financial instruments helping you supervise the dividends. You can use reporting tools to design tax schedules and projected cash flow aiding you to track investment analysis.

Portfolio Reporting Software

Portfolio reporting software can be built in your portfolio management software to improve your functionality. Our software can be compiled to collect and store hundreds of reports with pre-configured templates for comparisons, asset classes, income projections, top holdings etc. They can be equipped with tools like pie charts, graphs and area charts for you to display information conveniently. You can share control of portfolio management with others by installing multi-user panels helping in partnership companies. Portfolio reports can be easily printed into PDFs and uploaded automatically in your client profiles or sent securely to their emails simplifying the task for you.

Investment Performance Software

Our portfolio management software can also be upgraded with the Investment Performance to allow assessment of your investments during your busy schedule. It can be designed to track all your current investments and guide you into making new investments based on the market trends. Tools like risk and return calculator, SIP calculators, comparison between different fund opportunities can be installed to automate these tasks and let you enjoy the benefits of detailed information on investments. You can focus on expanding your business without having to expend time and resources on data assimilation and research.

Investment Data Integration Software

Ncrypted Technologies can add the Investment Data Integration Software to your Portfolio Management Software assimilating your data feeds and automatically streamlining them in your systems. Our solutions can be designed to fit your requirements and scale according to them allowing seamless integration and allows efficient comprehension of integrated data. We can configure our systems to create multi-layered data centers that can be accessed from a centralised storage system or on your cloud.
Simplification is efficiency at its best and all success stories are built on smart work rather than hard work. Get our Portfolio Management Software and automate your tasks allowing complete focus and dedication to get ahead of the ever-growing competition. Discover the power of channeled efforts with our software by your side leading your charge.

 

Having difficulty submitting this request? Contact sales@ncrypted.com for a prompt response.

 

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Product Engineering

Concept

Concept

Idea Generation
  • Requests
  • Customer Pain Points
  • Market Studies
  • Legislation
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Key Deliverables
  • Product Concept
  • Documentation
Analysis

Analysis

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Key Deliverables
  • Work Breakdown Structure
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Design

Design

User Interface & Experience
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development

Development

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