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About FA Client Portal

FA Client Portal is an app that provides access to investment information for your clients. It lets your clients:

  • View their investments

  • Create trade orders

  • Deposit money to the portfolio cash account or withdraw money from it and withdraw money from it

  • Set up monthly investments plan

  • Set up monthly savings plan

The app runs in the web browser on desktop and mobile devices.

FA Client Portal is an open-source app, so you can extend it to suit your needs.