a holistic financial tool for planners and advisers
Our relationship with virtual employees has been outstanding and we could not have got anywhere near the level of completion when we were trying to do it without VE.
Meet our client
Paul Moran is the CEO and co-founder of iFactFind. It's a SaaS-based software used for holistic financial planning. It allows financial planners and advisers to manage client data and make recommendations on how to manage their financial products and strategies.
The focal requirement
Our clients, Paul and Sahil wanted an informative and analytical financial software that both advisers and planners could use. This software would help clients manage various financial aspects including tax, loans, investments, etc., per the advisers' recommendations.
Aiming for the goals
Enable
real-timecollaboration
Provide
multi-login facility
Ensure
maximum security
Getting started
We designed and built iFactFind from the ground up to enable interactivity between advisers and their clients.
We started by analyzing the project requirements followed by selecting the major technologies to develop this software.
Technologies we used
HTML
CSS
jQuery
Sass
Laravel
MySQL
MongoDB
Redis
Socket
Bringing client's idea to life
The financial data collection and management software- iFactFind helps clients manage their assets through the help of advisers. To enable this, we created a multi-login feature.
To simplify the search process, we added a search filter option that advisors or clients can use to identify the required data.
We also ensured that this software could be integrated with major finance CRMs like XPlan and Worksorted. We implemented our backend technologies to achieve this feat.
Creating goal-based options
For advisers to provide recommendations to clients, they would need to upload relevant financial documents. This necessitated the need for creating a feature that would help in storing data as per client requirements.
For this, we enabled:
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Custom document uploading
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Import and export of data with more than 90% accuracy
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Auditing and recording of who, what, and when – every time information is added or edited
Ensuring maximum security
Since this app relies heavily on the financial data collection of clients, we had to make sure this software had the highest level of data security.
That's why we:
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Enabled the encryption of client information
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Incorporated two-factor authentication using the software:
with an additional layer of protection using the screen lock option.
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Abided by the FASEA Code of Ethics
to maintain data security
Accomplishing the target and more...
Our work did not end with just developing the data collection and management software - From adding new features, and debugging to launching new versions, our developers made sure this software functioned to its full potential.
Our leading team for the project
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