membership for investors

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  info567968180 · Member · Jun 22, 2018 at 1:28 pm

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  Hi,

  I am looking to build a WordPress site that allows clients to log in and check the value of their current investments with me. can anyone recommend a plugin or package that will facilitate this? I will need to be able to access their accounts each week to adjust the value of their investment either manually or by importing a CSV/XML sheet for all of the accounts.

  thanks in advance

  Andrew

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  staff-zinnia · Staff · Jun 22, 2018 at 4:22 pm

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  Hi Andrew –

  It sounds like you just need to set up a membership plugin.

  Feel free to search for different options at https://wordpress.org/plugins/

  I want to also mention that there are 2 different versions of WordPress. What we do here at WordPress.com is quite different from using the stand alone WordPress installation. Before diving in, I’d suggest figuring out which version is going to be best for you and your site.

  Take a look at: https://en.support.wordpress.com/com-vs-org/