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 |
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sg-ntu-dr.10356-1658132023-04-14T15:37:33Z FA-Guardix Tan, Zhen Xuan Zheng Jianmin School of Computer Science and Engineering ASJMZheng@ntu.edu.sg Engineering::Computer science and engineering 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. Bachelor of Engineering (Computer Science) 2023-04-12T08:39:54Z 2023-04-12T08:39:54Z 2023 Final Year Project (FYP) Tan, Z. X. (2023). FA-Guardix. Final Year Project (FYP), Nanyang Technological University, Singapore. https://hdl.handle.net/10356/165813 https://hdl.handle.net/10356/165813 en application/pdf Nanyang Technological University |
| institution |
Nanyang Technological University |
| building |
NTU Library |
| continent |
Asia |
| country |
Singapore Singapore |
| content_provider |
NTU Library |
| collection |
DR-NTU |
| language |
English |
| topic |
Engineering::Computer science and engineering |
| spellingShingle |
Engineering::Computer science and engineering Tan, Zhen Xuan FA-Guardix |
| description |
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. |
| author2 |
Zheng Jianmin |
| author_facet |
Zheng Jianmin Tan, Zhen Xuan |
| format |
Final Year Project |
| author |
Tan, Zhen Xuan |
| author_sort |
Tan, Zhen Xuan |
| title |
FA-Guardix |
| title_short |
FA-Guardix |
| title_full |
FA-Guardix |
| title_fullStr |
FA-Guardix |
| title_full_unstemmed |
FA-Guardix |
| title_sort |
fa-guardix |
| publisher |
Nanyang Technological University |
| publishDate |
2023 |
| url |
https://hdl.handle.net/10356/165813 |
| _version_ |
1764208033605353472 |