Fin Tech
Developed a comprehensive client portal for a financial advisory firm, WealthGuard Advisors, based in New York, USA. The portal aimed to enhance client engagement, streamline financial planning processes, and provide real-time access to financial data.
- Services: Client Portal for Financial Advisors
- Client: Fin Tech
- Location: USA
Key Features:
- Client Dashboard: Customizable dashboards displaying investment portfolios, financial goals, and performance analytics.
- Document Management: Secure storage and sharing of financial documents.
- Appointment Scheduling: Integrated calendar for scheduling meetings with advisors.
- Real-Time Notifications: Alerts for portfolio changes, new documents, and upcoming meetings.
Tech Stack:
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Frontend: React.js, Tailwind CSS
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Backend: Node.js, Express.js
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Database: MongoDB
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Authentication: OAuth 2.0, JWT
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Hosting: AWS EC2
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APIs: Plaid API for financial data integration, Twilio for SMS notifications
Outcome:
The client portal improved client engagement by 35% and reduced manual document processing by 50%. WealthGuard Advisors experienced a 20% increase in client retention within the first six months of launch.
