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Financial Planning Web App

$250-750 AUD

Cerrado
Publicado hace 11 meses

$250-750 AUD

Pagado a la entrega
We are looking for someone to help create a financial planning web app for us. Goal: Have a program where you can upload a document that contains your current financial information such as Age, Income, Assets etc and the program will read the document and provide all strategies available to the person based on their specific circumstances that have been disclosed in the document. We want to start developing one strategy first, with the potential to add a number of additional strategies in the future. Please see below for the first strategy: Strategy name: Downsizer Key eligibility criteria for strategy: Are you or your spouse over 55 years old? Yes / No Do you have a property located in Australia? Yes / No If yes to both - eligible, with the following disclaimers: Disclaimers 'You will be eligible if you also meet the following conditions': You are selling a property. You or your spouse have owned the property for over 10 years. It is not a caravan, houseboat, or mobile home. It has previously been either your or your spouse's main residence. You have not previously made a downsizer contribution. The program is to take the key information and say whether a strategy is possible or not. It is then to have an additional section which outlines the disclaimers as shown above. We plan to eventually have a 'Strategies Available to You' ending page with a list of all strategies such as: 1. Downsizer (i.e the one above) 2. Re-contribution 3. Concessional Contribution ... No preferred technology stack or security measures have been specified. We want the app to be modern and user-friendly, with an intuitive interface and helpful data visualization. We also want the app to be compliant with all relevant data protection laws, with necessary technical and organizational measures and protocols in place to manage user data safely. The project should follow best practices in coding, testing, and quality assurance. An efficient and cost-effective delivery is essential.
ID del proyecto: 36701239

Información sobre el proyecto

17 propuestas
Proyecto remoto
Activo hace 9 meses

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17 freelancers están ofertando un promedio de $563 AUD por este trabajo
Avatar del usuario
Hi, Findex Advice Services Pty Ltd!! Please send the NDA copy to sign it. I have similar kind of expertise and work experience For Financial Planning Web App . I have gone through your requirement and understand that,you are looking for highly skilled, qualified, and experience Website and Mobile App development team for your project. My Queries: 1) Web-services or related Third Party API will be provided by you? ----Service Guarantee------ *24*7 hours live support. *Free of cost technical support . *No charges for deployment. I'm interested in working with you. As per your interest, I can talk for a better deal. I am available almost the whole day for discussion. Looking forward for your Response. Thanks, kedar
$1.500 AUD en 17 días
5,0 (2 comentarios)
5,0
5,0
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Hello. Experienced Web and Mobile (iOS and Android) developer here with 8+ years of hands-on experience in both Web and Mobile apps development and have developed numerous FinTech online platforms. I would like to ask the following questions relevant to your project. 1- What sort of 'Admin' features do you want to acquire precisely? 2- Types of users and features associated with each user type? 3- What tax rules do we need to take into account? Kindly initiate the chat so we can discuss each aspect of this project thoroughly.
$500 AUD en 7 días
5,0 (3 comentarios)
5,2
5,2
Avatar del usuario
Hi There! I am a skilled freelancer ready to create a modern and user-friendly financial planning web app for you. The goal is to develop a program where users can upload their financial documents containing information such as age, income, and assets. The app will read the document and provide personalized strategies based on the disclosed circumstances. I will ensure the app is compliant with data protection laws, follows best coding practices, and incorporates intuitive interfaces and helpful data visualization. With my expertise, I will deliver an efficient and cost-effective solution that meets your requirements. Let's discuss your project in detail. Drop me an inbox and we can get started, I can show you some of my previous work as well :-)
$300 AUD en 5 días
0,0 (0 comentarios)
0,0
0,0
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Hi There! You are looking for someone to help create a financial planning web app for you can upload a document that contains your current financial information such as Age, Income, Assets etc and the program will read the document and provide all strategies available to the person based on their specific circumstances that have been disclosed in the document. I have seen the project description carefully also saw the attachments send me a message for more discussion. I'm glad to tell you I've already developed similar Web App. So I can definitely help you to develop Financial Planning Web App as per your needs with the required features and functionalities. I'll start by designing your project and submitting it for approval; once approved, or if any feedback is given, I'll update the design and resubmit it for approval. I Have 7+ years of work experience in web and mobile Apps development. I have worked on so many projects like Real Estate App, Grocery App, Classifieds App, Instagram Clone app, Taxi app, Delivery App, food delivery, Inventory Management App, Reward App, Social Media App, On-demand Services provider App, Nutrition App, school management, Pos, E-commerce, Event booking, etc. In addition to your project needs, I'll provide you with clean source code, free bug patches, and maintenance. Please contact me via chat so we can continue discussing the project. Thanks & Regards Ashok
$300 AUD en 7 días
0,0 (0 comentarios)
0,0
0,0
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Hello! My name is Er. Kaushik and I am the CEO of CodeQuality Technologies. We specialize in developing web and mobile applications for businesses across the globe, with a focus on efficiency, quality and customer success. We understand that you are looking for someone to help create a financial planning web app for you, and we believe we are the best fit for this project due to our extensive experience in developing web and mobile applications as well as our commitment to delivering top quality work with fast turnaround times. We have worked on a number of projects similar to this one in the past, which has given us valuable insight into the types of strategies that would be most useful for you. Specifically, we understand that having access to current financial information such as age, income and assets is important when deciding which downsizer strategy is appropriate in order to ensure that you are making the right decisions for your future. This is why our Downsizer strategy specifically looks at these key eligibility criteria before providing recommendations on which strategies are possible for you to choose from.
$500 AUD en 7 días
0,0 (0 comentarios)
0,0
0,0
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I understand your requirements and the need for a modern, user-friendly, and compliant application. I have significant experience in the IT profession for the past 8 years, which makes me well-equipped to handle this project efficiently. Based on your project description, I propose the following: Development Approach: I will use an agile methodology for flexible collaboration and regular updates. Technology Stack: I will select a modern and robust tech stack, such as React.js or Angular for the front end, Node.js or Django for the back end, and a suitable database solution. User Interface and Data Visualization: I will design an intuitive interface with appealing visuals and employ data visualization techniques for a clear presentation. Security and Compliance: I will implement necessary security measures and protocols, following best practices in coding, testing, and quality assurance. Strategy Implementation: I will start with the "Downsizer" strategy, analyzing uploaded documents to determine eligibility and providing clear indications and appropriate disclaimers. Scalability and Future Expansion: The app will be scalable, allowing for the easy addition of new strategies. Efficient Delivery and Cost-Effectiveness: I will optimize development time and ensure a cost-effective delivery without compromising quality. I am confident in my ability to deliver a high-quality financial planning web app that meets your requirements.
$350 AUD en 10 días
0,0 (1 comentario)
0,0
0,0
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Hi, I currently work as a Software Developer for a Software Development Company in Sydney and I have over 10 years of experience in professional web development. I can complete your task within 14 days. I am an ABN-registered individual with the capacity to offer tax invoices if required. I can give you help and support even after this task is completed. My services include:- - 100% ownership of the codes - 100% Satisfaction - Mobile-friendly designs - Support even after the delivery - Social media integration - Fully Secured Website - Website Speed Optimization - Continuous feedback on the progress - Faster turnaround I will be happy to complete your task. Please let me know how I can help you. Happy to have a quick chat or call to assist better. Thank You. Dula
$400 AUD en 14 días
0,0 (0 comentarios)
0,0
0,0
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Hello There, You need a **** Financial Planning Web App ****, where you can upload a document that contains your current financial information such as Age, Income, Assets etc, and the program will read the document and provide all strategies available to the person based on their specific circumstances that have been disclosed in the document. I have 8 years of experience in WEB APP , I will start my work with the designing phase and then submit it for approval once all the feedback is done then we will move to the development phase of the project. There will be unlimited changes in the Ui/UX Designing and will give you 24*7 live support through chat. Please come on the chat so that we can start the work immediately, for me client satisfaction comes first and I am ready to help you in any phase of the project. Looking for a positive revert from your side. Thanks & Regards Anamika
$280 AUD en 11 días
0,0 (0 comentarios)
0,0
0,0
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Hey! I have read your details, related, to the "Financial Planning Web App". I would like to ask some questions regarding this project: 1- What sort of 'Admin' features do you want to acquire precisely? 2- Types of users and features associated with each user type and their core engagement? 3- Will you share me the complete workflow for the text rules? 4- What will be the authentication parameters for user login? I have years of expertise in Full Stack web application development, deployment, integration, SEO. I have put a placeholder bid and would like to thoroughly discuss the requirements before kickstarting this job. Kindly initiate the chat.
$750 AUD en 7 días
0,0 (0 comentarios)
0,0
0,0
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Hello, my name is Ramesh and I am part of the RAM TECH team. We understand that you are looking for someone to help create a financial planning web app for you. With our 10+ years of experience in software development, we believe we are the best fit for this project due to our extensive knowledge in building web applications with PHP, Laravel, HTML5/CSS3, Bootstrap and ReactJS. We understand that you would like us to start developing one strategy first with the potential to add additional strategies in the future. Our team can provide exactly what you are looking for - quality assurance and an efficient delivery along with a focus on consistency across all platforms. Furthermore, we guarantee 100% job success as well as regular communication so you know exactly what is happening at all times. We also offer dedicated teams for any offsite projects so you don't have to worry about anything else other than getting the job done right. Thanks! Akash
$500 AUD en 10 días
0,0 (0 comentarios)
0,0
0,0

Sobre este cliente

Bandera de AUSTRALIA
Melbourne, Australia
0,0
0
Forma de pago verificada
Miembro desde jun 4, 2023

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