Portfolio Tags: feature

  • Portfolio Management (Investment and Retirement Tools)

    —

    by

    shaaunc

    CreativeMass offers a Salesforce driven Product called ‘WealthConnect’ which seamlessly integrates the customer first principles of the CRM platform with that of modern technology delivered fast and effectively for asset management and investment advice. As part of my role as a Business Analyst / Scrum Master at CreativeMass, I was responsible for documentation, communication of…

  • ‘Trade’ Feature

    ‘Trade’ Feature

    —

    by

    shaaunc

    Caleb & Brown is the world’s leading cryptocurrency brokerage, providing a professional service by which clients can safely buy, sell, and swap cryptocurrencies through their very own personal broker.During my tenure at Caleb & Brown, I was responsible for Trade functionalities within the Web Portal. The company had endeavored to provide more features and functionality…