Investor's personal account. Development of a comfortable workspace
Developing a convenient, simple, and intuitive interface for a business platform is a significant factor in promoting any project. Paying attention to the usability of partner personal accounts is crucial, regardless of your company's niche, but considering its specific features. In this article, we will discuss the nuances to consider when developing personal accounts for partners of investment organizations.
What Is a Personal Account
Let's start with the fact that a personal account is a special section of a website (platform, program) and the workspace for partners of any network company. It displays the status of personal accounts, order history, sales figures for a specific period, the dynamics of the development of the referral structure, etc.
More about what a distributor's personal account should be like, read in the article What should the office of a network company be like
In the personal accounts of partners of financial companies, the status of their investment portfolio is displayed (stocks, bonds, ETFs, units, etc.). If earlier a person had to call or write to the company to find out about the status of their accounts, now it is enough to look into the virtual office.
Why Do You Need a Personal Account
Investment wallets are created to achieve financial goals - whether it's capital preservation, capital growth, or systematic accumulation. It can be registered only for oneself or opened jointly with anyone.
For example, by creating an account and wallet in an investment company, an individual can buy stocks, bonds, etc. These assets will be used within a long-term or short-term financial strategy. This is an opportunity to become part of the stock market, earn income through compound interest, and derive much greater benefits in the future.
Features of the investor's personal account
Personal accounts should provide a complete functional complex where partners can intuitively and quickly navigate. The following options should be readily available to the investor:
- List of all transactions;
- Market statistics (timers, amounts, graphs);
- Information about the current account balance;
- Performance statistics of the personal portfolio (tokens, stocks, bonds);
- Online chat with customer support and contact managers;
- Referral link, loyalty program terms, and profitability statistics.
In addition to partner usability, it is important to consider the functionality of the admin panel, which will be accessible to co-founders and project managers. The company's team should have access to:
- Visualization of the process of crowdfunding (crowdsale or cryptocurrency crowdfunding)
- Detailed analysis of the ICO process (collective investment scheme);
- Terms and transactions within the bounty program;
- Configuration and mass distribution of notifications and emails to investors.
In essence, the staff should have access to detailed financial project analytics. It is important to ensure maximum automation of all business processes, security and transparency of transactions, preservation of users' personal data, etc.
Never forget that network marketing, given its efficiency and high profitability, has always attracted the attention of scammers and hackers. Security is a critically important aspect that needs to be considered when creating a company.
How to Ensure Security in an Investment Project
Currently, the most optimal way to protect financial (and any other) transactions is through the blockchain. Only in this way will you be able to eliminate the possibility of any transaction manipulations and fraud, guarantee deadlines and conditions of commission payments, etc. However, deploying your own blockchain is always a long, complex, and costly process. The FlawlessMLM team has optimized and accelerated the blockchain import into the processes of their clients' companies -we offer logging the most important parts of the company's algorithm of operation (for example, the conditions of marketing plans and bounty programs). Essentially, this solution preserves the benefits of fully decentralized solutions. Logging critical data in the blockchain -this is the path that modern network businesses will take. The FlawlessMLM team knows how to integrate blockchain into business, regardless of its direction. We are trusted by individuals, micro-investors, as well as a number of large network companies and funds worldwide. We will help with development, improving the marketing plan and bounty program, optimizing work and organizational processes. To learn more about solutions for your business, contact our manager in the website chat (flawlessmlm.com)


Subscribe to our newsletter
so you don't miss out on useful information from the world of MLM