Personal Finance Management Tool
Overview
Client Location
Industry
Need
USA
WealthTech
Comprehensive financial planning and management tool for personal finance.
Challenges
Building a comprehensive financial planning tool required integrating various financial data sources and providing real-time updates and insights. Ensuring the tool was user-friendly and secure was crucial.
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Developing a comprehensive financial planning tool.
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Integrating various financial data sources.
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Providing real-time updates and insights.
Solution
How Fintegration Solved Their Problem: Fintegration built a web application for financial planning and management, integrating financial data from Plaid Banking, Yahoo! Finance, and investment data, ensuring real-time updates and insights.
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Data Integration: Integrated financial data from Plaid Banking, Yahoo! Finance, and investment sources for comprehensive management.
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Real-Time Updates: Ensured that all financial information is updated in real-time for accurate and timely insights.
Components
Impact
Comprehensive Financial Planning
Provided users with a comprehensive tool for financial planning.
Real-Time Financial Insights
Improved user engagement with real-time financial insights.
Better Decision-Making
Enabled better financial decision-making.
Technology Stack
React
Node.Js
Apigee
Postgre SQL
Azure
