Project Objectives:
The Irise Investment Customer Transaction Application project aims to streamline and enhance the customer transaction experience within the Irise Investment platform. This application is designed to provide a user-friendly interface for investors, enabling them to execute, track, and manage their investment transactions efficiently and securely.
User Authentication and Security:
Secure login and authentication mechanisms to safeguard customer accounts and transactional data.
Two-factor authentication for an additional layer of security.
Portfolio Overview:
Real-time display of customers' investment portfolios, including holdings, performance, and asset allocation.
Graphical representations for a quick and intuitive understanding of portfolio trends.
Transaction Execution:
Seamless execution of various transaction types, including buying, selling, and transferring securities.
Quick order placement with real-time market data integration.
Alerts and Notifications:
Customizable alerts for price changes, transaction confirmations, and market news.
Push notifications and email alerts for timely updates.
Fund Transfer and Withdrawals:
Integration with banking systems for seamless fund transfers.
Secure withdrawal processes with confirmation steps to prevent unauthorized.