Toggle navigation

Many individuals lack the knowledge or resources to plan for retirement and manage their finances effectively, especially when it comes to employee benefit plans. Additionally, some financial advisors may have conflicts of interest, leading to biased recommendations.


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.


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.



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.


To find out more about how our cutting-edge solutions may help your company achieve actual results, get in touch with us right away.


With our knowledgeable advice and assistance, equip your company with the newest technologies and maintain an edge over the competition.

Contact Us

Have a question? get in touch for a fee & confidential app consultation where here to help!

Schedule Your Free Consultation

    Raj Sanghvi

    Raj Sanghvi

    CEO BitCot

    Need help? We design, build, and grow digital products across Android, iOS, and web.