When the platform owner approached us, he was spending spending a lot of time manually managing his clients investments through spreadsheets, manual deposits and constantly having to give them updates. He was searching a solution that would:
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The main dashboard allows user to track their portfolio over time. They can see their principle balance and their monthly rewards. They also see their asset value progression over time. Furthermore they can see a table of their interest earned over the past months and their most recent orders.
Users can deposit assets (BTC or SOL) to their account in the platform. The deposit flow generates a unique deposit wallet for each user. The user can send funds from any source to their deposit wallet and will then be presented with a three step progress screen showing the progress of their deposits.
Users can securely request withdrawals of their assets at any time. Withdrawals are received and confirmed in the administrative panel before being processed.
Users get a clean and organised overview of their orders, which include deposits, withdrawals and rewards earned. Users can enjoy filter and sorting controls as well as live status updates of orders.
Users are able to edit a variety of account settings including but not limited to their profile settings, withdrawal wallets and security settings.
The platform has enabled the client to onboard and manage 300+ of his investors on the platform. The investors have a private, secure and organised platform to manage their assets and their portfolio performance.
Through the platform, users have done or contributed to the following results