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Finance
Financial Services CRM
A specialized CRM platform designed for financial advisors, featuring portfolio tracking, compliance management, and client relationship tools that improved retention and operational efficiency.
Project Screenshots
The Challenge
A financial advisory firm needed a CRM to manage client relationships, track investment portfolios, and ensure regulatory compliance. Their existing tools were generic and didn't meet industry-specific needs.
Our Solution
We created a specialized CRM platform with client portfolio tracking, compliance reporting, automated document generation, and integration with financial data providers. The system includes secure client portals and mobile access for advisors.
Key Challenges
- Meeting financial industry regulations
- Integrating with multiple data providers
- Ensuring data security and privacy
- Creating intuitive advisor interface
Key Features
Client portfolio tracking
Compliance reporting and monitoring
Automated document generation
Financial data provider integration
Secure client portals
Mobile access for advisors
Investment performance analytics
Regulatory compliance tools
Project Details
Timeline7 months
Result60% increase in client retention
Tech Stack
Vue.jsLaravelMySQLRedisAWS