Wealth Management Solution
Published on Jul 12 2024
Overview
Client Location
Singapore
Industry
Personal Finance
Need
Comprehensive personal wealth management solution with real-time data integration.
Kofinity specializes in guiding expatriates through global investing. With 15 years of experience, they offer insights on financial foresight and adaptability, helping clients transition from early adventures to family responsibilities.
Challenges
Kofinity needed to provide a comprehensive wealth management solution that integrated various financial data sources with real-time updates. High security standards were essential to protect sensitive information.
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Providing a comprehensive personal wealth management solution that integrates multiple financial data sources.
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Ensuring real-time updates and synchronization of assets, stocks, bank accounts, income, expenses, and liabilities.
3
Maintaining high security standards to protect sensitive financial information.
Solution
FintegrationFS developed a web app integrating assets, stocks, bank accounts, income, expenses, and liabilities, ensuring real-time updates and robust security.
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Liability Management: Enabled effective tracking and management of user liabilities.
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Real-Time Updates: Ensured that all financial information is updated in real-time for accurate insights.
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Robust Security: Implemented advanced security measures to protect user data and financial information.
Components
Impact
Personal Wealth Management
Enabled comprehensive personal wealth management.
Real-Time User Engagement
Improved user engagement with real-time financial updates.
Data Security Compliance
Ensured high levels of data security and compliance.
Technology Stack
Mongo DB
Figma
Azure
React
Node.Js
Apigee
