MIO – My Investment Online
Develop management reports for VinaCapital Fund Management
About the project
We delivered graphic design UX/UI and developed management reports for VinaCapital Fund Management – MiO (My Investment Online) a funds transaction platform. There are 3 reports include: funds performance report, distributor sales report and Customer profile report.
The report platform will auto pull investor data and funds transaction from the fund transaction platform, auto calculate and generate daily. The platform provides a convenience way for board of director can see the performance, assets under management (AUM), investor data and other numbers in nearly real time and support for decision making.
Funds reports
Performance report
General fund performance
AUM
Gross subscription
Redemption
Net subscription
Number accounts
Distributor sales report
AUM by parter
Gross subscription
Redemption
Net subscription
Active customer accounts
Customer profile report
Account Balance
Holding Period
Investor Age
Investor Gender
Realized Return (by Accounts)
Realized Return (by AUM)
Unrealized Return (by Accounts)
Unrealized Return (by AUM)
curious what we can do for your business?
Our services are tailored to your business’s needs. We are looking forward to discussing it further.
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