A fully customizable portal to help your clients manage their investments.
If you work in the financial sector, supporting your clients with their investments can be a difficult process. There can be constant emails back and forth, endless phone calls to check on the status of an investment, and lost information for KYC processes.
This Investment Portal template allows you to create a place for your clients to upload their data and keep track of their investments. It's a one stop shop for all the investment support you need. And with fully customizable workflows, you can make the template suit your processes.
This template was built by Ruchika Abbi (https://ruchikaabbi.me/)
This powerful template from Stacker gives you all these great features:
Sync data from the apps you’re already using
How to Get Started with This Template
This template includes sample data in three categories: Users, Porfolio, Investment Opportunities. To get started, replace this data with your own. See our help doc: Stacker Tables: Adding and Editing Rows.
You can change what information is stored in each category by clicking on Manage fields and data tab on the right hand sidebar. You can either change the existing fields, or add new ones.
You can change how allpages look by going to any individual page and clicking on Edit layout in the right hand sidebar. You can move sections around, edit existing ones, or delete them all and start again. See our help doc: Detail layout.