Financial Planning Web App
$250-750 AUD
S-au achitat serviciile după ce au fost prestate
We are looking for someone to help create a financial planning web app for us.
Goal: Have a program where you can upload a document that contains your current financial information such as Age, Income, Assets etc and the program will read the document and provide all strategies available to the person based on their specific circumstances that have been disclosed in the document.
We want to start developing one strategy first, with the potential to add a number of additional strategies in the future. Please see below for the first strategy:
Strategy name: Downsizer
Key eligibility criteria for strategy:
Are you or your spouse over 55 years old? Yes / No
Do you have a property located in Australia? Yes / No
If yes to both - eligible, with the following disclaimers:
Disclaimers 'You will be eligible if you also meet the following conditions':
You are selling a property.
You or your spouse have owned the property for over 10 years.
It is not a caravan, houseboat, or mobile home.
It has previously been either your or your spouse's main residence.
You have not previously made a downsizer contribution.
The program is to take the key information and say whether a strategy is possible or not. It is then to have an additional section which outlines the disclaimers as shown above.
We plan to eventually have a 'Strategies Available to You' ending page with a list of all strategies such as:
1. Downsizer (i.e the one above)
2. Re-contribution
3. Concessional Contribution
...
No preferred technology stack or security measures have been specified. We want the app to be modern and user-friendly, with an intuitive interface and helpful data visualization. We also want the app to be compliant with all relevant data protection laws, with necessary technical and organizational measures and protocols in place to manage user data safely. The project should follow best practices in coding, testing, and quality assurance. An efficient and cost-effective delivery is essential.
ID Proiect: #36701239
Detalii despre proiect
17 freelanceri licitează în medie 563$ pentru acest proiect
Hi, Findex Advice Services Pty Ltd!! Please send the NDA copy to sign it. I have similar kind of expertise and work experience For Financial Planning Web App . I have gone through your requirement and understand t Mai multe
Hello. Experienced Web and Mobile (iOS and Android) developer here with 8+ years of hands-on experience in both Web and Mobile apps development and have developed numerous FinTech online platforms. I would like to ask Mai multe
Hi There! I am a skilled freelancer ready to create a modern and user-friendly financial planning web app for you. The goal is to develop a program where users can upload their financial documents containing informati Mai multe
Hi There! You are looking for someone to help create a financial planning web app for you can upload a document that contains your current financial information such as Age, Income, Assets etc and the program will read Mai multe
Hello! My name is Er. Kaushik and I am the CEO of CodeQuality Technologies. We specialize in developing web and mobile applications for businesses across the globe, with a focus on efficiency, quality and customer succ Mai multe
I understand your requirements and the need for a modern, user-friendly, and compliant application. I have significant experience in the IT profession for the past 8 years, which makes me well-equipped to handle this p Mai multe
Hi, I currently work as a Software Developer for a Software Development Company in Sydney and I have over 10 years of experience in professional web development. I can complete your task within 14 days. I am an ABN- Mai multe
Hello There, You need a **** Financial Planning Web App ****, where you can upload a document that contains your current financial information such as Age, Income, Assets etc, and the program will read the document and Mai multe
Hey! I have read your details, related, to the "Financial Planning Web App". I would like to ask some questions regarding this project: 1- What sort of 'Admin' features do you want to acquire precisely? 2- Types of us Mai multe
Hello, my name is Ramesh and I am part of the RAM TECH team. We understand that you are looking for someone to help create a financial planning web app for you. With our 10+ years of experience in software development, Mai multe
