Investment platform Organizing financial workflows through shared functions and roles.
Partner project by Innowise
Project profile
- CustomerInvestment platform
- PartnerInnowise
- IndustryFinancial services
01
Challenge
An existing portal needed greater flexibility and additional features, with consistent support for customer and administrative workflows.
02
Solution
Bringing customer and asset management together
The team added microservices covering administration, CRM and portfolio functions. Permissions govern access, while configuration supports different markets and offerings.
Technologies
- Backoffice
- CRM
- Portfolioverwaltung / portfolio management
03
Results
Innowise describes a shared application for portfolio views, statistics and customer management. Roles and configurable settings support different administrative tasks.
Project profile
- CustomerInvestment platform
- PartnerInnowise
- IndustryFinancial services
Technologies
- Backoffice
- CRM
- Portfolioverwaltung / portfolio management
