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Personal Finance Management Tool

Published on Jul 12 2024
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Overview

Client Location

USA

Industry

WealthTech

Need

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.

1

  • Developing a comprehensive financial planning tool.

2

  • Integrating various financial data sources.

3

  • 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

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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

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Postgre SQL

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Azure

Java
Script

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