Embedded Investment Firms Dashboard: Top Customizable Dashboard 2024

Ready-to-use Template
Fully customizable
Dedicated Support Team

By the Top No-Code Templates Creator

200+
App Templates
100,000+
Verified Installs
$1M+
Client Earnings

What is Investment Firms Dashboard?

An Investment Firms Dashboard is a digital tool or software that provides a unified view of all essential data related to a firm's investments. It provides real-time insights into the performance of various investments, trends, risk factors, and ROI. This dashboard assists in making informed decisions about where to allocate funds, measure returns, and balance risks. It provides vital information related to various assets, stocks, bonds, and other investment vehicles. The information is displayed in an easy-to-understand format with graphs, charts, and other visual data representation tools. This dashboard is instrumental for investment firms for strategic planning, monitoring, and evaluating the performance of their investment portfolio.

How does it work?

Hey, Vlad here. I lead Template-based projects at Rapid Dev. Our team has spent  50,000+ hours building custom apps leveraging No-code tools,  such as Bubble.io ,  Zapier and others.
We noticed that many apps share similar features, and  we built our  components library to speed up  our development process.
At some point ,they turned into fully-functioning templates we decided  to share with  those  who  want  build MVPs and go-to-market
FAST and COST-EFFICIENTLY

Screenshot of an Userbase.  Rapid Developers

No-code & Bubble.io

Bubble.io is the world’s only full-stack,  no-code platform, where you can design, develop, and launch production-grade applications without code. We built our AirBnB clone using Bubble.io. This means you do not need to know any programming language to customize this cline.  

AirBnB Template

Leveraging  Bubble.io,  we built the AirBnB template which replicated the main features of AirBnB. The template already includes the booking system, Stripe  payments, advanced search functionality including a Google maps integration and messaging system.

Sales Curve. Rapid Developers
Screenshot of a videocall. Rapid Developers

Customize Yourself or with Our Expert Team

No clone or template can 100% match your idea.  You can learn how to use Bubble.io  to  customize the template yourself. Our Learning Platform can help you learn everything you need to know.  And if you hit any roadblocks, you can always work with our Bubble coaches.  

Or you can  work  with our development team to customize the AirBnB clone for you. Schedule a call  with my here.

Why choose a White Label Investment Firms Dashboard option over developing from scratch?

Choosing a White Label Investment Firms Dashboard over developing one from scratch offers several benefits:

  • Cost-Effective: White label solutions are generally more cost-effective than developing a system from scratch. The cost of research, design, testing, and development can be considerable when you try to build something yourself. A white label solution offers a robust technology platform at a fraction of the cost.

  • Time-Saving: Using a ready-to-go white label solution can significantly reduce the time it takes to launch your platform. Rather than spending months or even years developing a system, you can effectively start immediately.

  • Focus on Core Competency: White label solutions enable investment firms to leverage the expertise of third-party technology providers. This allows the firm to focus on its core strengths like investment strategies and client acquisition rather than software development.

  • Professional Look and Feel: White label platforms offer a professionally designed user interface that presents your business in the best light to customers.

  • Ongoing Support and Maintenance: White label providers offer continuous support and regular updates to their platforms. This provides a hassle-free experience as you won’t have to worry about handling bugs or technical issues.

  • Scalability: White label platforms are designed to scale with your business. As your customer base grows, the platform can handle the increased workload, ensuring that your system runs smoothly at all times.

  • Access to Latest Features: Using a white label platform means you're getting a product that's been tried and tested, and is continually being improved upon. As the white label platform rolls out new features and integrations, you'll have immediate access to these improvements.

Choosing a white label solution can therefore provide a straightforward, cost-effective route to offering a high-quality, scalable platform for your investment firm.

Meet the team

A  team of experts with years of industry experience

We are  a team of professionals that are more than just talented technical experts. We understand the business needs drive the software development process. Our team doesn't just deliver a great technical product, but we also deliver on your business objectives

Essential Features of Investment Firms Dashboard

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Schedule a Free Consultation

FAQ

What would you like to know about our AirBnB Clone?

What is Bubble?

Bubble.io is a visual, no-code web app development platform. With Bubble, you can create a simple Twitter clone in an afternoon or bespoke cloud software in a few weeks, all without writing a single line of code.

Is Bubble only for MVPs and internal tools?

Nope. There are apps with millions of users and earning tens of millions of dollars built on Bubble. That is the beauty of Bubble and some other no-code tools. You can start quickly and cheaply, and then scale confidently when you hit product-market fit .

How can I start using you AirBnB clone?

You need to create an account on Bubble.io .  Then, buy one of our Bubble templates.  You can check out our entire portfolio here.  
None of our templates will  match your idea 100%. So, you have two options in terms of customization.
The first option is do-it-yourself. You  can learn how to use Bubble.io with our Learning Platform and Bubble Coaching.
The second option is to  work with our  team to  customize a template for you.  To  get started ,  just book a free consultation wit us here.  

How much does it cost?

Our AirBnB clone / template  starts from $99.