Enhance Your Investment Management With Investment Management Plugin
Designed for financial professionals and agencies who need smart, real-time investment tools, this plugin transforms your WordPress site into a powerful portfolio management platform. With dynamic dashboards, client-specific access, lead capture, and full customization options, you can deliver 24/7 investment insights that align perfectly with your brand.
Product Price: $ 50.00Original price was: $50.00. $ 29.00Current price is: $29.00.
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Key Features
Powerful Features to Grow Your Business
Admin Control
Gain full control over users, transactions, and platform settings. Easily manage approvals, content, and system configurations. Ensure smooth operations with a centralized admin dashboard.
User ROI Management
Track and manage user ROI (Return on Investment) efficiently. Automate calculations and payout schedules seamlessly. Provide users with transparent growth and earnings data.
BTC Wallet Integration
Enable secure Bitcoin deposits and withdrawals. Built-in wallet for seamless crypto transactions. Offer users a safe, decentralized payment method.
Deposit & Withdrawal Requests
Allow users to submit deposits or withdrawals easily. Admins can approve or process requests in real time. Streamlined workflow ensures smooth financial operations.
Inter-User Transfers
Facilitate instant transfers between user accounts. Enhance user engagement with peer-to-peer transactions. Secure and trackable transfers for complete transparency.
Quick and Easy Setup Guide
Get started with Investment Management Plugin in just a few simple steps.
Step 1: Upload the Plugin
Upload the Investment Management Plugin folder to your WordPress wp-content/plugins/ directory
Go to the WordPress admin dashboard, navigate to the Plugins section, and click Activate
Step 2: Activate the Plugin
After activation, go to the Investment Management section in the admin dashboard.
Configure deposit and withdrawal options, set ROI values, and adjust general plugin settings to suit your investment platform needs.
Step 3: User Dashboard and BTC Wallet Setup
Users can access their investments and view their BTC wallet in the My Account section.
Ensure users can submit deposit requests, view their ROI, and manage withdrawals via their personal dashboard.
Smart Investment In Your Hand
More than just a plugin—Transform Your Investment Strategy with Powerful Tools
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Transform Your Investment Strategy
Why Choose Our Investment Management Plugin?
Streamlined Investment Process
Simplify the management of deposits and withdrawals, saving time and reducing errors.
Transparency
Users gain clear visibility into their investment status, fostering trust and engagement with the platform.
Flexibility
The ability to manually manage deposits and withdrawals allows for tailored investment experiences based on individual user needs.
Secure Transactions
The integration of BTC wallet functionality ensures that users can make secure payments and manage their funds effectively.
Enhanced User Experience
A dedicated investment menu in the My Account page makes it easy for users to manage their investments and requests.
24/7 Customer Support
We provide ongoing customer support for any issues you may encounter, ensuring you have the help you need whenever you need it.
How Our Investment Management Plugin Stand Out
Investment Management Plugin (Best Choice)
Other Investment Plugins
See all our package
Pricing
Product Price
Starter
$29
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Pro
$49
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Enterprise
Tailored for agencies, large firms, or multi-brand platforms.
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PROVEN RESULTS
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Faq
Frequently Asked Questions (FAQ)
What types of investments can this plugin track?
The plugin supports stocks, mutual funds, ETFs, bonds, and custom asset types with dynamic data integration.
Can clients view their own portfolios
Yes, each client gets a personalized dashboard showing their specific investment details, accessible only to them.
Does this plugin support real-time data?
Yes, the plugin integrates with APIs (such as Gemini or others) to fetch live or scheduled price updates and portfolio performance.
Is the plugin compatible with all WordPress themes?
The plugin is built to work with most modern WordPress themes and includes shortcodes for flexible layout integration.
Can I customize the look and feel of the dashboard?
Absolutely. You can fully customize colors, typography, layout, and branding to match your website style.
How are user roles handled?
The plugin supports multiple user roles including Admin, Advisor, and Client, with role-specific views and permissions.
Is lead capture included?
Yes. You can enable lead forms that capture user interests, goals, and contact details to help grow your advisory business.
Can the plugin be used on multiple sites?
Yes, it is multisite compatible and can be licensed for single or multiple domain use depending on your plan.
What data privacy or security measures are included?
All sensitive user data is handled securely, with support for GDPR compliance, input validation, and access control.
Is support and documentation provided?
Yes. Your purchase includes one year of priority support, regular updates, and detailed setup documentation.
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