Maximize your investment platform's productivity and profitability with our intuitive web portal. You can easily manage investments, portfolios, and analytics and streamline your operations. Getting started with softr.io takes 15 minutes, and it is free!
Overview
Softr’s Web Portal for Investment platform lets you build a web application on top of Airtable or Google Sheets data. The template will let you consolidate all your client exchange in one place to avoid chaotic multi-channel communication. Data updates and changes will become available to all the parties in real time, allowing for easy sync and tracking
The template includes an advanced conditional visibility features that you can tweak to define what a specific group of users has access to and can modify. Further on, with Softr’s integrations you can setup website data tracking (with Google Analytics), Payments (with Stripe), and much more!
How it works
To get started, you simply need to create a Softr account (you can get started for free) and follow the template creation process. You will copy the template data in your Airtable or Google Drive account, and then start adding your own data. You can tweak the design of the web-app to make it fit your brand indentity and, as soon as the template is ready, you can invite users to log in and collaborate. You will be guided step-by-step on how to create your Web Portal for Investment platform. Also, do not hesistate asking for help via our customer support chat if needed!
Proceed with the template and have your portal ready in minutes.
I had already tried other tools, so when I started using Softr, it was clear immediately that the capabilities were beyond what I found elsewhere.
Yohei Nakajima
General Partner, Untapped Capital