Automated retirement planning tool for a financial advisor
- Location
- British Columbia, Canada
- Year
- 2023
- Engagement
- Profitability Improvement: Reporting & Automation
Financial advisor specializing in retirement planning. Had expanded client base and needed more efficient ways of serving clients. Requested automated retirement planning tool that was linked to financial market data and could be updated by clients rather than by financial advisors.
Our team developed client-facing tool with following features: Input for client data (age, income, retirement goal); Portfolio page that updated any included tickers based on real-time market data; Calculators for assets, cashflow and annual savings goals that could be adjusted based on parameters set by client.
Measurable impact
1 wk
Tool developed in one week with minimal revisions
Financial Services
Case snapshot
Compatible with Mac and Windows computers, and could be printed if necessary
Financial Services
Case snapshot
Positive feedback by seniors and other non-tech savvy clients
Financial Services