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.