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
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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
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- 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
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One-Touch Executions
Live Market Feed
Sophisticated chart engines and technical analysis tool
Easy-to-understand risk profiling and assessment
Quick Investment
Extended Search for funds
Order and Trade Management
Portfolio Management
Account Management
Fund Management
High Performance
Reporting and Charting