Portfolio - KiwiTech

Portfolio/Asset Management App

Portfolio/Asset Management App - KiwiTech

Innovest Systems LLC

Innovest provides technology-driven services to trust and wealth management companies, global custodians, investment advisors and others that control, account for, and report on assets held in trust. KiwiTech developed Innovest's asset management app to help track clients' stocks, bonds, mutual funds and other  financial instruments as a part of their portfolio and asset management. The KiwiTech team used intuitive app logic to represent cluttered and complex data in a concise and easy-to-use data format.

Project Details

Client: Innovest Systems LLC
Industry: Finance