SaaS Platforms · Web Development

InverPulse

Wealth management: track the investments of one person or of several clients.

Status

Live

Links
InverPulse screenshot

Overview

An application for keeping control of investments, whether for one person or for several clients. You upload the documents that back each investment, it calculates the returns, and it builds a complete portfolio of your investments. It also has an area with different types of reports.

Features developed

  • 01Single investor or multiple clients
  • 02Upload the documents that support each investment
  • 03Automatic calculation of returns
  • 04Complete investment portfolio
  • 05Reports area with different report types