Investment portfolio monitoring app integrated with Salesforce   

See how a UK based global advisory and capital placement business empowered their customers to track performance of their portfolio through a mobile app.

In this case study, learn how Daffodil addressed challenges such as:

  • Integration with Salesforce CRM to display custom reports
  • Implementation of stringent security features for handling financial data of investors
  • Creation of a web admin panel to manage and customize the entire application
  • Tech Stack: Ionic, NodeJS, Salesforce, MongoDB

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