Client Portal for Treasury and Investments Template
This client portal for treasury and investments offers a complete solution for managing financial operations. It provides an intuitive dashboard that enables users to easily view and manage investments, cash flow, and more. It helps automate and streamline operations, saving time and increasing efficiency. Setting up and customizing the portal to meet the specific needs of the treasury and investments team takes only 10 minutes. Whether you're just exploring your options or looking to replace your existing solution, start building with Softr!
Different permissions
Set a specific access level for each member or a group of members.
Search and filtering functionality
Easily find the required assets through search and filtering.
Team directory
Find all team member profiles in one place.
Pay and download invoices
Track all the client transactions in one palce.
Access to different chart layouts
Select from a variety of chart layouts to present your progress and results.
Responsive design
Fully responsive design, allowing all the users to view the website from any device.
