Description

The Investment App is a comprehensive solution ideal for MVPs, offering stock, bond, mutual fund, project investment features for anyone.

Demo logins

admin

url: https://whitelabel.markets/demos/investment/admin

username: admin

password: 1234

user

url: https://whitelabel.markets/demos/investment/login

email: demo@remote.com

password:junejune

Stocks

Admin can sell stocks to users, company stocks can be added from admin by providing the correct stock ticker and exchange mic. stock intraday and end of day data is fetched and always updated by api. Investment fee can be charged for purchase and sale of stock to users. 3 months price history stock is available for users to access.

Bonds

Bonds can be listed and sold to users. Admin can sell units to users and return fixed interest on recurring basis still maturity date is reached. Capital is always returned at the maturity date. Interest can be 5% on capital paid every 6 months for 5 years.

Mutual Funds/Equity

Mutual funds pool investor funds for diversified investments in stocks, real estate, and more. Admins can control dividends and unit sales. Claim durations prevent immediate unit selling. Admins define unit limits and facilitate dividends with ease. Admins maintain unit price history, linking to investment details, fund managers, fees, and reminders. Users can list their units on p2p network at their own price and sell to other users.

Project Investment

Distinct from mutual funds, Project Investment focuses on interest accrued from unit value. Admins create projects with start and end dates, disbursing profits to investors post-project. Email updates and progress reports are available.

Request for Information (RFI)

For certain remittance transactions, users may be required to upload additional documents, as specified via email notifications.

Multi-Language Support

Supports multiple languages, with English as the default. Admins can download and translate JSON files for localization.

Withdrawal

Supports bank payouts and alternative withdrawal methods. Admins configure these in settings. Bank withdrawal settings include account validation, withdrawal limits, and fees. Crypto and PayPal withdrawals can be added with prerequisites and fees.

All Features

1. Multi-language support
2. Diverse withdrawal options
3. Login OTP
4. Advanced KYC with personal, document, and selfie uploads
5. Bank account addition
6. Social logins
7. Multiple payment gateways
8. Payout and deposit management
9. Beneficiary system
10. Staff management
11. 2FA authentication
12. Referral and investment fee waivers
13. Phone and email verification
14. Recaptcha
15. Next of Kin details
16. Exceptional user experience
17. Help center
18. Blog system
19. Live chat support
20. Analytics integration
21. Multiple email templates
22. Job queueing for email sending
23. Intuitive interface controls
24. Social links integration
25. Terms and privacy policy
26. Twilio SMS integration
27. Admin audit logs
28. Enhanced promotion system
29. Scalability-focused architecture