l o a d i n g

Mutual Fund Distribution App Development

Mar 16, 2024 - Junior

$589.00 Fixed

I'm seeking a skilled app developer to create a comprehensive app for my mutual fund distribution business. Key Features: - Client Account Creation and KYC: The app should allow for seamless creation of client accounts and processing of KYC. - Investment Reports and P&L: Clients should be able to view their investment reports and P&L. - Auto File Upload: The app must support automatic file uploads. This includes NFOs or investments in new or existing portfolios. - Dual Role Functionality: The app should cater to both clients and admins, with appropriate permissions for each. - Push Notifications: Notify clients about account updates, investment opportunities, and important announcements. - Analytics Dashboard: Provide clients with a comprehensive dashboard displaying investment analytics and insights. - Fund Comparison Tool: Enable clients to compare different mutual funds based on various parameters. - Document Vault: Securely store and manage important documents and investment proofs. - Live Chat Support: Integrate a live chat feature to allow clients to get real-time support and answers to their queries. - Transaction History: Display the complete history of all transactions made through the app. - Customization Options: Allow users to customize their dashboards and reports according to personal preferences. - Multi-language Support: Offer the app in multiple languages to cater to a broader audience. - Educational Resources: Provide access to learning materials, tutorials, and investment tips. Admin Specific Functionalities: - Managing Client Accounts and KYC: Admins should be able to oversee and manage client accounts and KYC processes. - Generating and Viewing Investment Reports: The app should allow admins to generate and view investment reports. - File Management: Admins should be able to upload, manage files and send them via WhatsApp or email. Ideal Skills and Experience: - Proficient in app development with a focus on finance-related apps. - Previous experience in creating dual-role apps. - Strong understanding of KYC and investment reporting processes. - Excellent file management and communication integration capabilities. This app is pivotal for my business operations. It needs to be user-friendly, efficient and secure. Your expertise in this project can make a significant impact. The app should be developed for both iOS and Android platforms. The project should be completed within 3 months. The app should have a modern and sleek design style.
  • Proposal: 0
  • 35 days
AuthorImg
Suryakant Devar Inactive
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Member since
Mar 10, 2024
Total Job
2