Investment Management

Investors are always looking for new and innovative investments. Given the current instability in the markets, those investments are capturing significant mindshare resulting in the need for new systems that can safely and securely manage those investment ecosystems.

The complexity results from when multiple groups are coming together in a regulated market in an effort to produce business opportunities. 

• Investors looking for different investment opportunities.
• Wealth Managers trying to find and vet reliable investments for their clients. 
• Companies creating Reg-D offerings in investments such as: real estate, lending, agriculture and others looking to market their investments

DHx has significant experience building safe and secure environments for the FinTech and Insurance markets despite the wide range of human ecosystems, reporting, notifications, systems integrations and executive data dashboards. These systems require a high degree of sophistication coupled with a blend of easy-to-use and easy-to-understand user experience. 

DHx offers:

• Experts in FinTech and Brokerage management systems.
• Experts in financial systems integrations.
• Experts in designing complex systems that require sophisticated mathematics
• Experts in building complicated. hierarchical systems supporting a wide range of human ecosystems.
• Experts in meaningful dashboards, reporting and notification systems.

How could your organization benefit from a custom CRM system? Let's talk!