Mridha’s portfolio management software solutions encompass everything from risk analysis and investments to stock trading apps and fund management in a centralized platform.
Develop PM dashboards with built-in asset management modules and integrated ticker symbol databases, trade algorithms, historical data analysis tools, and more.
Program data entry forms and tools for standard investment files QIF, OFX, QFX, and CSV, plus accounts from TD Ameritrade, E*Trade, Vanguard, and other major brokerages.
Offer third-party risk mitigation solutions that include multi-factor risk modeling and stress scenario testing to identify and assess high-risk financial investments and contingencies.
custom financial planning software solutions streamline day-to-day processes, including invoicing, payment processing, audit archiving, report generation, and more.