CLIENT LOVES
- Comprehensive and Objective Financial Planning
- Individualized Planning
- Independent Firm with No Conflicts of Interest
- Range of Services: Investment Advice, Insurance, Estate Planning, Retirement Benefit Selection.
HOW WE DELIVERED
- Dynamic Client, Issuers Generation.
- Dynamic Report Generation.
- Account Management.
- Portfolio Management which includes the calculation of CMV, TWR, Benchmark.
- Performance Tracking for Equity, Fixed, Absolute Return, Equity Dual Directional.
- Activity Log Management (Purchase, Sell, Maturity, Autocall)
- Robust Security Measures for Sensitive Financial Information
- Digital Document Processes
- Consistency in Data Inputs
- Seamless Data Transfer and Upload
- Integration with Yahoo Finance for Live Data
- Streamlined Report Generation
INDUSTRY
LINK
Focus Investment - Web Application Platform
Project Goal – Streamlined Financial Planning and Reporting
The project’s goal is to streamline financial planning and reporting processes, eliminating manual calculations, ensuring seamless data transfer, and providing tools for performance tracking and report generation.
Overcome Challenge – Complex Calculations and Data Security
Before / Integrating complex calculations for report generation, which contain multiple sections with the different calculations, ensuring robust security measures for customer data, and managing document processes digitally.
After / The project addressed these challenges by automating calculations, implementing robust security measures, enabling seamless data transfer, and providing efficient digital document management.
👏🏽 Blazing Performance – Dynamic Report Generation
The most prominent feature of the “Focus Investment” project is dynamic report generation. It allows clients to access comprehensive and detailed reports on various financial parameters, providing insights and guidance for effective financial planning.
“I'm wondering why I never contacted these guys sooner! Seriously, they all have commendable talent in their respective fields and knocked my concept out of the ballpark. Thanks for an amazing experience!”
phil martinezInterior Decorator
Tech Stack
Some technologies used for this project
Laravel
MySQL
HTML
CSS
