Swapcue, a Wealth Management Mobile Application to manage investor's portfolio!

A unique 360-degree portfolio overview to clients and helps them understand the composition of their portfolio. Swapcue-Wealth Management also allows clients to view funds that match client portfolio type based on their risk-taking capabilities.

How it functions

Swapcue, Wealth Management platform aids investors to view multiple mutual funds and provides the ability to track favorite mutual funds

Swapcue has sophisticated UI and easy navigation for a faster and smoother trading experience for investors, helps investors to trade, analyze and control their portfolio in a personalized way.

What sets us apart
  • Portfolio summary in dashboard will help investor about the brief overview of their portfolio
  • Quick search will help in searching for any funds by either typing the fund name or tag based search
  • Risk profiling will help investors in finding their risk taking capabilities and according to capabilities a portfolio type will be assigned to them
  • Help investors in placing orders from the 6 different type of mutual fund classifications and their associate sub classifications
  • Investment plan will provide investors with various plans and will suggest funds based on the criteria of the created funds
  • Provides investors with various plans, according to the plans created funds will be suggested to satisfy investor created funds
  • Investors can specify their financial details for better suggestions of funds to meet their plan requirements
  • View orders placed and trades occurred on the current day
  • Investors can trade on Insta cash funds for their short term cash requirements
Key Features
One-Touch Executions

One-Touch Executions

Live Market Feed

Live Market Feed

Sophisticated chart engines and technical analysis tool

Sophisticated chart engines and technical analysis tool

Easy-to-understand risk profiling and assessment

Easy-to-understand risk profiling and assessment

Quick Investment

Quick Investment

Extended Search for funds

Extended Search for funds

Order and Trade Management

Order and Trade Management

Portfolio Management

Portfolio Management

Account Management

Account Management

Fund Management

Fund Management

High Performance

High Performance

Reporting and charting

Reporting and Charting

If you’re looking for technology enablement? Let us know.

Transform your business challenges into opportunity through innovation & technology. Reach us to schedule your appointment now.

By clicking on SUBMIT, you acknowledge having read our privacy notice.