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A new generation of investment platform

eCeres – a new generation of investment platform

eCeres is a modern investment platform designed with maximum transparency, security, and user convenience in mind. The new version of the website offers more than just a refreshed appearance – it completely redefines the investment experience, with every element designed for intuitive user experience, process automation, and ease of use.

Two-step login panel in the eCeres platform from Certusoft

Modern Interface and Full Investment Control

eCeres gives users complete insight into their investment portfolio – in a transparent, interactive format. The client dashboard includes an investment balance sheet that automatically summarizes all assets and presents them in clear charts, enabling quick performance assessment and faster decision-making.

eCeres – a modern investment platform with intelligent recommendations and transparent portfolio balance, a Certusoft project

Automation and Intelligent Recommendations

The new system can propose investment orders tailored to a client's strategy, making portfolio management simpler and more efficient. Additionally, users can manage both open-end and closed-end funds from a single window, significantly streamlining the work of advisors and investors.

A chart showing the structure of asset classes in an eCeres client's portfolio

Data Security and Transparency

Certusoft has focused on the highest level of security for clients' financial and personal data. The system was designed based on intelligent information grouping – users see only the most important information in a clear, organized format. Minimalized, contextual data and a logical layout make the platform fast, error-free, and intuitive to use.

Client panel view in the eCerest system – simulation of the client's European portfolio, investment balance sheet and investment portfolio charts

Modern Technologies and the Future of eCeres

The new version of the platform was developed with future development in mind. Advanced tools for tracking market quotes and full integration with financial systems make eCeres a complete tool for managing capital investments.

The new eCeres combines:

Panel view in the eCeres application - comparison of fund quotes, summary on a chart

Case Study

The new version of the eCeres platform was created in response to the need for greater transparency, automation, and security in investment management. The Certusoft team has completely redesigned the interface, introducing a Client Balance Sheet with charts, intelligent investment recommendations, and a simplified data entry process. The result? Faster investment decisions, improved user experience, and complete portfolio control – all in a secure, modern online environment.

Check out CERTUSOFT's latest AI-powered solutions:

AI Agent for Grodno https://www.certusoft.pl/en/projects/ai-agent-for-grodno

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