Investment Management Portal
Case Challenge
The client increased its number of sales representatives by adopting a multi-level marketing structure. In doing so, they needed an advanced business solution which would improve relations among the users of such complex business structure and provide an efficient investment management portal for its employees.
Technology and tools
Intelegain developers evaluated all available tools and technologies, and concluded that the new .Net technology would fit the customer requirements the best. The application is available for both Android and iOS users.
Intelegain’s solution
Intelegain experts developed an Investment management solution for agents which is robust and fast even with ever increasing growth of sales representatives accounts within the system.
Accounting the existing business needs, Intelegain developed a web portal and application that allows all agents (or sales representatives) to have secure access to all information regarding investment products all the while offering a client portal which includes features and capabilities to help agents enhance relationships with clients and prospects.
Result
Intelegain provided a cost/time saving and secure solution which offers investment company’s agents a higher degree of efficiency, freedom and flexibility all the while increasing business while working.
