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Kinntegra helps clients invest and manage their investments at one place and boost client acquisition and trading for advisors.
Trading and Acquisition made efficient.
Kinntegra is an IFA company, launched in 2018. They are helping associates not
only break all barriers they face in terms of cost, support, compliance, and technology but
also address the biggest challenge they face – “Client acquisition - the revenue generator
to their business.”
We offered design solutions for various complex modules like Dashboard, Analytics, Transactions, Activity Logs, Reports, Calendar, Messenger, User Creation, and various other modules. With a pre-existing web portal in place, our solution was to simplify the complex environment and make sure that the IFAs can function more conveniently with a minimal state change experience.
The Cabin font family is a humanist sans with 4 weights and true italics, with a touch of modernism. Cabin incorporates modern proportions, optical adjustments, and some elements of the geometric sans.
The Dashboard on the Web portal for IFAs provides upper-level insights on his tasks for the day, the clients he is currently servicing, and important alerts along with other vital data represented by charts.
With the help of charts, the Analytics screen provides in-depth insights on the client and AUM-related stats, reports, and console information, showcasing the trade and client acquisition that has happened in a particular duration.
A dedicated clients module provides data of all the clients the IFA currently services. It majorly provides holdings data, activities the client has performed, various trade reports, and profile-related information.
ProCreator executed an overall successful output, which pleased us. The project manager was easy to communicate with, and the project went smoothly.