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