Provides bespoke investment solutions for UHNIs to help them prioritize their businesses, family, and philanthropic activities. They deliver active wealth management solutions and deeply understand client requirements through legacy and long-term planning, global deal flow, venture building opportunities, alongside core investments.
Uploading all the user data and sending the reports one by one was very time-consuming.
Scrapping of data and overcoming the discrepancy in calculation
New fields in the PDF account statement
Show Fund reports
Change UI design
Google Analytics reconfiguration
All reports can now be uploaded to Google Drive and sent to their respective clients.