Investment Themes

This video explains how to convert existing model portfolios into client-facing investment themes, to drive business growth and client acquisition.

It starts from the Portfolio Builder output saved under Tracking and Whitelisting, then publishing a model portfolio creates a theme clients can view with simplified performance, benchmark, risk, and holdings details.

The client can subscribe or execute with a single click after logging in, using a seamless flow that supports BSE two-factor authentication for order placement.

Видео Investment Themes канала FinApp by Pulselabs