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We are a full financial online tool that provides a fully automated all-in-one net worth tracking with fair market values for all assets and liabilities. We provide a downstream solution of listing individuals assets for sale with the click of a button, preparing an asset sheet for insurance in a catastrophe, allowing quick portability to tax software and preparing estate planning documents from one central source. Further, we reflect all revenue and expenses of our users will know exactly how much they have at any given time and offer affiliate solutions on how to save money from banking, investments, credit cards, loans, general shopping, debt negotiation and tax planning and forecasting advice.
We require a web application that is tailored to both the user based on their financial login information. From this we will drive all other connections.
Type of application development required:
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