Financial Portfolio management system

Leading financial institution

Digitalisation of Financial Portfolio services for customer in order to reach long-term investment goals.

With the help of the Zentadata platform, our client combined market data, risk management and predictive analytics into a comprehensive investment management solution. It continuously monitors portfolio performance and offers necessary adjustments according to the client's preferred investment strategy.

Our client has digitalised their Financial Portfolio services to provide a high level of service for VIP customers and, as a result, increased revenue and reduced manual work costs.