Asset management firms that specialize in hedge investing, private equity, and venture capital funds have to keep meticulous track of portfolios. With Retool, specialized financial institutions can build a centralized app to access relevant reports (balance sheet, income statement, open positions, realized gains/losses).
Operations•Marketing and Sales•Customer Support
Know Your Customer (KYC) user explorer
Build a KYC user explorer and move new customers through the KYC compliance process faster than ever.
Customer onboarding dashboard
A dashboard to help you vet partners and customers before you start doing business with them.
CTO at CommonBond
I tell every technology leader I talk to that they should look at Retool as a way to reduce the burden of building admin UIs and democratize that kind of stuff across their company.