Are you someone who runs a financial advisory organization and looking forward to helping clients achieve their investment goals digitally?
Be it keeping clients updated about investment trends or providing timely information about rates of different investment types such as stocks, bonds, mutual funds, etc.
The rapid adoption of digitalization has made it inevitable for financial advisors to assist their clients instantly and effortlessly.
At Aktiv, we have worked in various industries and domains, but recently, one of the clients running a precious metal investment advisory firm came to us with a requirement, which was a new scope for us to explore.
The investment advisory firm had a reputed presence and deep roots in the traditional investment sector, with a strong resonance among its clients.
However, the idea was to implement several customer-focused features that could help them in assisting their clients with:
- Investment and market trend insights
- The real-time bid price of precious metals like Gold, Silver, Platinum, and Palladium.
As the investment advisors were looking for a simple, affordable, and user-friendly portal, we helped them implement Odoo.
Odoo 14 Website for Precious Metal Investment Advisors
Odoo 14 E-Commerce is widely popular with a user acceptance of 72/100 (Source: CrozDesk Score) as it is tightly integrated with other Odoo apps like Sales, Inventory, Project Management, HR, Accounting, and more.
Moreover, users have the choice to configure pre-installed or customized website snippets for any other requirements.
Following the requirement of the financial advisory firm, we helped them configure live gold and silver rate API. We created a separate section on their website, so their customers can easily access the latest metal pricing.
Key Features of Precious Metals Widget for Odoo 14 Website
- Configured live gold and silver rate APIs like Fasttrack Market and Forex Market for the precious metal investment advisor’s website.
- The live metal price Odoo Widget works as a snippet that one can drag and drop directly on the Webpage.
- It contains four types of precious metal information in real-time Ask Price, Bidding price, and Date range.
- As the user opens the Metal Price detailed menu from the Odoo backend, they can view the Odoo Dashboard.
- The Odoo Dashboard will fetch information from live gold and silver rate API and generate different reports to measure criteria like pricing variation for each metal, highest and lowest pricing for the given duration, and history reports.
- Users can also display the Metal Price dashboard reports in Pivot and Graph Analytical format.
We can also help you configure different APIs for displaying real-time pricing for four different precious metals (gold, silver, platinum, and palladium).
Likewise, if you handle a jewellery store online, you can configure the live gold and silver rate API to display real-time rate variation on your website for your customers. It would surely help them in deciding the best time to make a purchase.
Contact our experts for a live demo or more information about the custom Odoo Widget.
Note: If you aren’t an Odoo user and still want to integrate the live metal price API for your website, you can submit your query and our consultants will get back to you with the preferred solution.
