Project Management for Investment platform Template

Manage all of your investment platform operations, stocks, bonds, investments, and portfolios in one place and share them with the right team members and departments. Building your customizable project management tool takes 15 minutes with softr.io!

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Project Management

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Project Management for Investment platform Template

This project management template allows you to track and manage all your investment platform operations, such as managing stocks, bonds, investment instruments, and assets. The template also allows you to track transactions, monitor portfolios, analyze data, and communicate with clients and partners. With Softr, you can control permissions and visibility, ensuring that only the right people have access to sensitive information. Get started with our project management template and increase your team's productivity, allowing you to provide top-quality investment services to your clients.

New project form

Add a new project along with its details.

Easy editing

Team members can edit project details, task status, and more based on their roles.

Comments

Communicate with team members by commenting on tasks.

Team directory

A directory with detailed bios for each team member.

Calendar view

View project tasks within a calendar view.

Kanban view

View project tasks as a Kanban board.

Overview
Softr’s Project Management for Investment platform lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking

The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!

How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Project Management for Investment platform. Also, do not hesistate asking for help via our customer support chat if needed!

Build your Project Management for Investment platform today

Proceed with the template and have your web app ready within hours.

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Making internal business processes more efficient with Softr

I have been impressed with the flexibility of Softr. The ability to pull data from different Airtable bases into different blocks and display them on one page was one of the main reasons I chose Softr.

Dan Smith
Director, DS Automotive

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