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Focus Investment Advisors offer comprehensive and objective retirement and financial planning services that prioritize the needs of the client. They provide individualized planning and education, and are an independent firm without any conflicts of interest. They have 25+ years of experience and offer a range of services, including investment advice, insurance, estate planning, and retirement benefit selection.
- Website:https://www.focusinvestapp.com/
Features
Client portfolio management.
Dynamic report generation for various calculation.
Maintaining and accessing equity, fixed and absolute return performance under a single roof.
Maintain the activity log such as buy, sell, and hold of investors.
Seamless upload of a large volume of data.
Challenges
Integrating complex calculations to generate graphs.
The website will need to have robust security measures in place to protect customers’ sensitive financial information.
Manage all document processes digitally.
To have consistency in data inputs.
Preparing dynamic reports for various parameters involved in the calculation.
Project Goals
- Manual calculation of various parameters has been eliminated.
- Data transfer and upload are made seamless.
- Analytical section to track the performance of various asset holders.
- Seamless integration with Yahoo finance to fetch live data.
- To make report generation at ease.
Showcase
To find out more about how our cutting-edge solutions may help your company achieve actual results, get in touch with us right away.
Issuers
This Page lists all the Previously added Issuers, if there are no Issuers added Previously it shows empty. We have an “Add New” button when clicking on it opens up a form for the user to manually Create a new Issuer.
Activities
The Activities Page displays all previously added activities for clients, and includes a search bar to filter by client and date range. Users can upload a CSV file to input mass data for activities, and a downloadable CSV with headers is available for user reference. The “# OF coupon” column is calculated using the Coupon Payment Frequency and Issuer Date, utilizing the FocusInvestment formula.
Settings
The Settings Module allows users to edit their profile and add ranks, issuer types, indexes, and benchmark values. Users can upload CSV files for mass data input, and a downloadable CSV is available for reference.
Portfolio
Portfolio displays the CMV (Current Market Value), TWR (Time-Weighted Rate of Return), SD (Standard Deviation), and Benchmark of the Activities added with the Particular client.
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