PPFAS Corporate | Web App
PPFAS Corp Investing Web App is an online platform designed for corporate investors to efficiently manage their mutual fund investments. This web application encompasses three distinct platforms: one for initiators, one for approvers, and one for admins (PPFAS self). These platforms collectively enable investors to register, authenticate, and access their investment portfolios online, buy, sell, switch mutual fund units, track transactions, view statements, and generate detailed reports.
The Goal
To create a secure, user-friendly ecosystem of platforms that simplifies the management of mutual fund investments for corporate investors, offering a suite of tools to aid in making informed investment decisions.
The Challenge
Corporate investors often face challenges in efficiently managing and tracking their mutual fund investments. Different roles within the investment process require tailored functionalities and permissions, necessitating a platform that supports initiators, approvers, and admins with specific tools and security measures.
The Solution
We developed a trio of interconnected, user-friendly platforms tailored to the specific needs of initiators, approvers, and admins:
Initiator Platform:
Designed for corporate investors initiating transactions. It provides functionalities for registering, buying, selling, and switching mutual fund units, and generating detailed reports.
Approver Platform:
Tailored for corporate investors in a supervisory role who approve transactions. It includes functionalities for reviewing, approving, or rejecting transactions initiated by others.
Admin Platform:
Developed for PPFAS self-admins to manage the overall application. It includes tools for user management.
Each platform prioritizes security with features such as two-factor authentication, encryption, and data protection to ensure the confidentiality and integrity of investor data. The design focuses on a seamless user experience, offering performance charts, investment calculators, market news, and more, accessible anytime and from anywhere with an internet connection.
The Results
The PPFAS Corp Investing Web App is a robust, secure suite of platforms designed to streamline the management of mutual fund investments for corporate investors. By focusing on user experience and incorporating advanced security features, the application provides a convenient and reliable solution for managing investments. The launch of the web app has enabled initiators to efficiently manage their portfolios, approvers to oversee and authorize transactions, and admins to maintain overall control. This comprehensive approach has resulted in enhanced user satisfaction, improved efficiency in investment management, and a secure, transparent investment process.
