Categories
Startup

Personal Finance System

Business Problem and Solution 

  • Our customer wanted an efficient way to unite information for consumers on a single dashboard.  
  • This information would allow them to manage investments, Insurance and also plan their succession in any unfortunate event 
  • Financial planning and centralizing of information was key 

Benefits 

  • Financial health dashboard 
  • Stock Information 
  • Buy/Sell Mutual Funds
    • Buy 
    • Life Insurance 
    • Motor Insurance 
    • Health Insurance 
  • Credit Score 
  • Financial Fitness
  • Loan 
    • Home 
    • Personal 
    • Expres
  • Beyond Life Services 
  • E-vault to digitize documents 
  • Upload Wishlist video/audio/letter for nominee 

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