A financially stable future is desired by all, but due to poor financial planning most usually don’t achieve the same. Silver Arch Invest, is a platform that provides people with some of the best investment solutions using which anybody can reach their financial goals easily. The platform holds expertise in picking the right investment opportunities at the right time, using which optimal benefits are provided to all the clients.
The portfolio management agency has served thousands of investors by providing the best investment options based on their goals and risk appetite. Silver Arch Invest, follows a process where first of all the investment profile of the client is created by analyzing the risk capacity, goals, and other related parameters. Using this profile, a suitable portfolio is created, by picking the companies that have an intact track record.
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The biggest challenge while creating the website was to ensure that along with enjoying the service, investors can also be educated regarding the investments. The dashboard has to be made simple so the people can easily track the status of their investments. Also, all the data should be made available in simple formats, so that users who don’t have much experience in the investment world, can easily track the performance of the portfolio.
The website was integrated with a simple interface, so users can easily signup and start their investment journey. The dashboard included all the investment information, such as the total investments, P&L reports, portfolio tracking, etc. The whole platform was highly encrypted, so users can enjoy safe transactions. An integrated LMS was also provided to the client, so all the queries investors can be easily managed, an customer relationship can be enhanced.