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Wealth Management Solution

Published on Jul 12 2024
personal finance

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.

personal finance

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.

1

Providing a comprehensive personal wealth management solution that integrates multiple financial data sources.

2

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.

​

  • Liability Management: Enabled effective tracking and management of user liabilities.

​

  • Real-Time Updates: Ensured that all financial information is updated in real-time for accurate insights.

​

  • Robust Security: Implemented advanced security measures to protect user data and financial information.

Components

personal finance software

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

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