The project is an online platform in wealth management domain. This tool is used by Financial Advisors who create financial strategies for their clients and help to achieve client’s financial goals using buckets approach. Financial Advisors can keep their client’s information, create reports, set and maintain financial strategies and visualize financial plans for their clients. The platform is integrated with CRM system, contains logic for financial calculations, visualization tools and reports management including PDF reports generating.
The nearest plans for the system are to upgrade it with complex features to become a competitive solution on the market, enhance existing logic and reskin the whole system with modern design.
Required skills
Would be a plus