1 min read

Portal Update for Clients: New Features and Bug Fixes


I am writing this post to give you a very important update about FinvestR Capital. For over 6 months now, we have been working relentlessly to build a completely new and revamped version of our online client portal.

This furthers our vision of making FinvestR the most cohesive and intuitive tool for a more fulfilling relationship with investments.

Now, we have a tool that helps you synthesize financial plans, asset allocation, online transactions, and more with ease.

New Features :

  1. Completely Revamped UI
  2. More Smooth and Faster system
  3. Portfolio Growth Chart and change in wealth over last 90 days
  4. Online Transactions more smooth
  5. Breakdown of your expenses and overall cashflow analysis
  6. Document Vault (all your ID/Address Proof, financial reports, policies at one place)
  7. Personal Finance Ratios
  8. Revamped Android and IOS app
  9. Completely Paperless process and many more

Bug Fixes :

  1. MF transactions data delay and missed transactions eliminated. Now the transactions reflect within 3 days window
  2. Login and Signup improved, forgot password fixed
  3. Other Performance Improvements