Financial Modelling
Project Description
Our client was a UK based Financial Adviser Agency. Financial Advisers collect personal & financial information from their customers to evaluate and forecast the cash flow. Client approached Ingenious Infotech, looking forward to building a web application that can perform a reasonably complex cashflow forecast. The predominant function of the app would be to take the input and output a cash flow chart & various financial information in tabular format in a pdf format. They also wanted the application to be built as SaaS (Software As A Service), which they can sell to various financial advisers to pay & use the software as per need.
Our team of experts analyze the spread sheet already in use, decoded the formulas in it, implemented & converted into the software, and compared the output of multiple existing sample files with the same.
Our web app is designed for the major internet browsers and to be run on tablets. It should work well on mobiles but hasn’t been designed with these specifically in mind.
This application takes the client's saving, income, expense details, assumed inflation rate and client's investment returns and forecasts from their current age to the age of 99. And it shows whether there are any periods where their money might fall short.
We built the portal with most of the features listed below:
Market Place
Browser Plans
Purchase & Signup A Plan for Adviser
Adviser Section
Account Management
Client Management
Payment
Purchase History
Manage ATR Categories
Generate & Manage Forecast
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Skills Used
