Startup Idea: Investment Consolidating Platform
Summary for idea #2799
Startup idea to develop a single platform system to consolidate various investment options. The system should integrate data from different sources and allow clients to view their investments without the need for manual input.
Original submission by someone willing to pay to get a problem solved (not AI)
I am a finance specialist at a company that invest in the stock market for high end clients. Many clients invest in various investment options such as stock,annuities, eft's, muni bonds, ira etc. The problem is depending on the product there are several systems to view growth. We manually input the information into one system for the client. The ideal solution would be a single platform where the client could view their investments without the need for manual input.
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