Swapcue, a Wealth Management Mobile Application

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