In this episode, we explore how a leading mutual fund distributor in Asia, managing a portfolio exceeding ₹50,000 crores, partnered with Datamatics to develop an innovative investor portfolio management web application. The existing web portal faced challenges such as subpar landing page performance and complexities in providing user nominee details and integrated portfolio management. Datamatics addressed these issues by designing an intuitive interface that streamlined user sign-up and login processes, and implemented a risk score calculation algorithm to assess users' risk tolerance before platform enrollment. This digital transformation resulted in a 40% reduction in development costs and a 60% improvement in app performance, significantly enhancing user experience and operational efficiency. Discover the strategies and technologies that facilitated this seamless transition to a more robust and user-friendly platform.

https://www.datamatics.com/resources/case-studies/investor-portfolio-management-app-for-a-leading-mutual-fund-distributor-in-india