We've designed different portfolio management systems for our clients at Light Speed IT Solutions. Looking at customer needs it's easy to distill their requirements down to a few key features that make financial software just work:
- Excellent filtering. By their nature these applications contain a lot of data and need versatile drop-downs to help restrict the view to only the information you need right now.
- Variety of assets. To be flexible the app must allow for different investment types, such as shares, funds, properties and allow enough detail for each.
- Reports. One feature requested again and again surround reports, so that the data can be summarised and presented in a variety of formats.
- Exports. It's useful to be able to get the data or report out in a format that can be emailed or printed for easy reference, so exporting to PDF, Word or Excel is vital.
- Responsive interface. Time is money after all, so you don't want to be hanging around waiting for the software to respond.
We've a wealth of experience in building apps with these core features, so get in touch today and see how we can help you.