Financial Planning

Empower your customers to plan for their family's future with a personalised, automated portfolio.

Enable your customers to plan for key life stages and events using simulation and forecasting, and help them reach their goals with an adjustable, automated portfolio.

Engage your customers:

  • Analyse each customer’s situation with existing information.
  • Engage users through personalised goal-setting.
  • Provide recommendations to help them reach their goals.
Product and service specifications
Database
• PostgreSQL
Language used
• HTML5
• Python
Operating system
• Linux
Pricing structure
• Subscription-based
User interface
• Web
Tags:
Customisable portfolios, Multi-currency, Multi-market, Deposit automation, Drawdown schedules