project-d0e8a005

byAmit Taware

Plan ai powered goal based investment app that can give action points based on users input risk profile live event investment for horizon existing investment insurance debt and also user needs to have an action plan actions with a first month 123 month and six months a year user need to track their net worth user need to track their own goals

Landing
Landing

Comments (0)

No comments yet. Be the first!

Landing: View Info
Login: Sign In
Dashboard: View Clients
ClientProfile: Input Client Data
RiskProfile: Assess Client Risk
Onboarding: Input Investment Horizon
ActionPlan: Generate Plan
ActionPlan: Review With Client
NetWorth: Monitor Client Net Worth
Goals: Track Client Goals
ClientProfile: Adjust Plan