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
Get instant access to Investment Portfolio app case study →