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Customer Portal

The customer account is an interactive portal for users of your financial platform. This portal allows your partners to create campaigns and projects, and investors to invest.

The dashboard in the portal gives an overview of all investments and accounts of the customer, gives an idea of the status of offers and makes it easy to understand whether any element requires special attention.

Investor Portal

In the case of crowdfunding platforms, your investors will receive their tool for managing their investments, monitoring the effectiveness of investments, replenishing electronic wallets, or selling investments on the secondary market.

Investors who have been registered and verified can view the details of the offers and invest in the desired offers. Investments can be processed online through a third-party payment service or offline transactions.

Account of Project Owner

Since all functions are conveniently located and always visible, your fundraising partners can do the following in their office:

  • view transactions by type and status,
  • manage offers,
  • make payments,
  • monitor the payment schedule,
  • manage credit cards and bank accounts,
  • enable two-factor authentication.

Easy creation of investment proposals

Depending on the type of industry, the creation of investment proposals can be quite strict, and fundraisers may be prohibited from doing it themselves.

By default, FinMV allows fundraisers to create offers directly from their customer portals. This process requires filling in a large amount of information, as well as submitting documents, so we have made it as transparent and simple as possible.