Whether your client is a first time investor or an experienced investor, Swiftfolios has the architecture to make your client's investment journey joyous.
Create and maintain multiple portfolios, right from model portfolios to fully customised ones.
Portfolio management is easy with portfolio level transaction capability, and ground breaking performance monitoring.
And if you find it confusing still, please reach out to us and one of our knowledgeable associates will guide you all the way.
At Swiftfolios, we are creating a GoodNetwork of investors and intermediaries.