FA-Guardix
This report represents the development of a web portal application FA-Guardix. Fa-Guardix is designed to help ease the workload of financial advisors, which in turn increases their work efficiency as well as freeing up their time for other important tasks. The FA-Guardix software platform is desi...
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| Format: | Final Year Project |
| Language: | English |
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Nanyang Technological University
2023
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| Online Access: | https://hdl.handle.net/10356/165813 |
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| Institution: | Nanyang Technological University |
| Language: | English |
| Summary: | This report represents the development of a web portal application FA-Guardix. Fa-Guardix is designed to help ease the workload of financial advisors, which in turn increases their work efficiency as well as freeing up their time for other important tasks.
The FA-Guardix software platform is designed to help financial advisors reduce the amount of time they spend on repetitive tasks like manually entering client information into every form. In addition, it provides a detailed overview of a client's portfolio and helps the advisor create a financial plan for them based on their portfolio. FA-Guardix makes it possible for advisors to put the latest policies and deals into a forum, where both parties can look at them, express their opinions, and ask questions. |
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