Features That Make Fund Management Hassle-Free

Easy Sign-Ups: Using referral codes and OTPs, new clients can register without any hassle.

Reliable KYC Checks: Clients upload documents and take live selfies for identity verification, while admins manually approve to meet compliance standards.

Instant Notifications: Clients get real-time updates on their KYC status, building trust from day one.

Safe Verification: A simple ₹1 micro-transaction ensures all bank details are correct.

Document Uploads: Passbooks or canceled checks make bank verification a breeze.

Error-Free Processes: Double-checking details prevents mistakes and ensures client confidence.

Clear Dashboards: Clients can see all their options, returns, and payouts at a glance.

Projection Tools: An investment calculator helps clients predict their returns before they invest.

Timely Updates: Notifications about approvals, payouts, and milestones keep everyone informed.

Stay on Track: Automated reminders and easy-to-read schedules keep clients aware of upcoming payouts.

Access Agreements Anytime: Clients can view and download their investment agreements as needed.

Complete Transparency: Status updates ensure clients always know what’s happening with their investments.

Comprehensive Views: Dashboards show total investments, profits, and more in one place.

Language Options: Switch between English and Kannada for a user-friendly experience.

Customizable Profiles: Clients can update their details without a hassle.

Tools That Simplify Your Role as Admin

Handle registrations, even offline ones, and assign referral codes with ease.

Access detailed user lists to track registrations, KYC statuses, and investment details.

Review uploaded documents and selfies on a centralized dashboard.

Approve or reject documents with reasons, ensuring transparency.

Approve investment requests and adjust return rates as needed.

Link digital agreements directly to user profiles for easy reference.

Schedule and process payouts automatically based on predefined rules.

Generate bulk payout files for banks and maintain accurate records for audits.

Use role-based access to control who can do what.

Keep track of all admin actions with detailed logs.

Why Custom Software is a Game-Changer for Your Business

Build Stronger Client Relationships: A user-friendly platform keeps clients coming back.

Work Smarter, Not Harder: Automate repetitive tasks and focus on growing your business.

Stay Compliant: Meet all regulatory requirements without breaking a sweat.

Be Future-Ready: Scale your system as your client base and services grow.

Let’s Build Something Great Together

IoTree Minds is your partner in creating investment tracking platforms and portfolio management apps. As one of the best app development companies for investment tracking applications, we specialize in tailored solutions for businesses like yours. Whether you’re managing portfolios for algo-based trading or streamlining client investments, we have you covered.

What Will It Cost?

Developing an investment tracking platform or a portfolio management app involves various factors such as feature complexity, technology stack, and development time. A ballpark range for such an application can be anywhere between INR 15 lakhs to INR 40 lakhs (approximately $18,000 to $50,000) for a custom solution.

This estimate includes:

User-friendly client and admin interfaces

Robust security features

Scalable infrastructure for future growth

For a more accurate estimate tailored to your needs, get in touch with us. We’ll be happy to provide a detailed proposal based on your specific requirements.

Get in touch today and let us help you create a smarter way to manage investments!