Financial Advisory Platform Web Developer

₹750-1250 INR / ora

Aperto

Pubblicato

un giorno fa

•

Termina tra 5 giorni

₹750-1250 INR / ora

I am looking for a skilled web developer or a team to build an MVP for a financial advisory platform. The application will allow users to register, complete a static financial profiling questionnaire, connect multiple broker accounts, and view actionable insights about their investments. The platform will also include an AI-powered chatbot for financial queries and document analysis. The core requirements for the MVP include: Key Features: 1. User Management: - User registration, login, and profile management. - Secure sessions with automatic logout after inactivity. 2. Static Questionnaire: - A predefined set of financial profiling questions. - Logic to categorize users into predefined investment groups (e.g., Conservative, Moderate, Aggressive). - Display recommended asset allocations based on the user’s group. 3. Dashboard: - Display the user’s assigned investment group and corresponding asset allocation. - Integrate with multiple broker accounts (e.g., 5paisa, Zerodha). - Aggregate and categorize portfolio data from all connected accounts into asset classes (e.g., equities, bonds, mutual funds). - Provide actionable insights by comparing the user’s actual investments with their recommended allocation: - Identify over-invested or under-invested categories. - Suggest adjustments (e.g., “Reduce equities by ₹X” or “Increase bonds by ₹Y”). 4. AI-Powered Chat Support: - Integration with OpenAI for conversational chatbot functionality. - Chatbot to answer financial questions and provide insights based on the user’s profile. - Document upload functionality to analyze financial documents (e.g., payslips) and offer tailored advice. 5. Broker API Integration: - Support for connecting multiple broker accounts. - Fetch portfolio data (e.g., holdings, real-time values) from APIs like 5paisa and Zerodha. - Aggregate data and categorize it into predefined asset classes. 6. Admin Panel: - Manage user accounts. - Update static questions and predefined investment groups. Requirements: - Experience in building web-based applications. - Familiarity with integrating third-party APIs (e.g., broker APIs for portfolio data). - Knowledge of secure user authentication and data encryption. - Ability to create interactive dashboards with dynamic data visualization. - Experience with AI-powered chatbots (OpenAI integration preferred). Deliverables: 1. Fully functional web application with user management, questionnaire, dashboard, and AI chat. 2. Broker API integration to fetch, aggregate, and categorize portfolio data. 3. Clear visualization of investment recommendations and actionable insights. 4. Admin panel for managing content and users. Preferred Qualifications: - Previous experience with financial or investment platforms. - Familiarity with APIs from brokers like 5paisa, Zerodha, etc. - Strong UI/UX design skills for creating intuitive dashboards and interfaces.

Rif. progetto: 39031567

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19 freelance hanno fatto un'offerta media di ₹945 INR/ora

@debkumarlab

Over the past decade, my team and I have successfully built web-based applications that mirror your project's requirements - from user management to secure sessions and using predefined profiling questions to provide tailored insights. Because of our well-established expertise, we've garnered familiarity with integrating third-party APIs such as those used by leading brokers like 5paisa and Zerodha - making broker API integration an easy win for us! One unique factor that sets me apart is my knack for delivering highly intuitive dashboards with dynamic data visualization.I strongly believe users should not only get meaningful insights but find them easy to comprehend. In addition, having worked across diverse industries, I've actively relied on a keen understanding of data security. My traditional background in implementing user authentication protocols and data encryption practices will guarantee the security and Integrity of your platform. To top it all off, given the significance of AI in the modern world- we're at the forefront when it comes to integrating AI-powered chatbot functionalities into projects like yours. OpenAI integration is something we're very familiar with, so you can be confident in our capacity to develop an intelligent chatbot poised to help answer financial queries and analyze documents in a meaningful yet secure way. I'm excited to bring these unique strengths to developing your MVP. Let's connect!! Best, DK

₹1.150 INR in 40 giorni

4,2

(21 valutazioni)

6,1

@kumarabhikp

With over 7 years of professional experience in the IT industry, I believe I possess the skills to create a top-notch financial advisory platform for your business. I have led my team to complete more than 2560 projects, which include SOFTWARE, APPLICATION, WEBSITE, ANDROID APP and IOS APP development - testament to our ability to deliver on complex projects. My proficiency in Javascript is critical for building a feature-packed web app while MySQL acts as a robust foundation for secure data storage and retrieval. Finally,pitching myself as the best fit for this position, I would like to highlight my extensive experience integrating third-party APIs and my familiarity with platforms like 5paisa, Zerodha etc. Having already developed multiple broker account integration features in my previous works, I understand how crucial it is to fetch portfolio data securely and create logical asset categorizations - a critical aspect you desire in your project. Collaborating with me will ensure timely delivery, effective communication and uncompromised quality throughout the project lifecycle.

₹1.000 INR in 40 giorni

5,0

(19 valutazioni)

5,2

@akhilkanaujiya98

With a foundation of fully developed skills in web development and an extensive knowledge of JavaScript, MySQL, and other vital technologies, I am confident that my approach will provide your business with exceptional value. My background in UI/UX and Figma Design will also come in handy when creating an intuitive user experience for your vital tasks like the financial profiling questionnaire and dashboard with dynamic data visualization. Even better, my proficiency in backend languages like PHP (Laravel), Python (Django), Node.js means I can smoothly handle integrating third-party APIs you require such as the brokers' API for portfolio data, and much more. Concerning my relevance to your objectives, let me assure you that I have prior experience in developing robust financial and investment platforms. In addition to my familiarity with APIs from popular brokers like 5paisa and Zerodha, I bring strong conceptual understanding to interface design for highly interactive dashboards - an essential component in effectively delivering your recommandations and actionable insights. Let's start a conversation about how we can bring your vision to life!

₹750 INR in 40 giorni

4,0

(1 valutazione)

3,1

@YlanNaly

With my extensive experience in web development and backend logic implementation with Python & Django, I am confident in my ability to bring your financial advisory platform MVP to life seamlessly. I especially possess the vital skills of interacting with third-party APIs, secure user authentication, and data encryption techniques – all valuable knowledge for integrating broker APIs effectively while safeguarding your users' sensitive information. Moreover, my keen understanding of Frontend Development using HTML, CSS, and Javascript paired with modern frameworks gives me the edge to create an intuitive and interactive UI/UX. Additionally, I'm well-versed in data management (using PostgreSQL & MYSQL) and ORM integrations for flexible asset classifications and handling portfolio records from diverse broker APIs like 5paisa and Zerodha as mentioned. In summary, my knack for producing clean code, prioritizing project specification adherence within deadlines, together with the fact that I’m also familiar with CI/CD pipelines for seamless deployment makes me a strong contender for this project. Considering that I genuinely thrive when championing complex projects like this one, I believe partnering would ensure your MVP is developed with the highest standards of efficiency, security, and end-user satisfaction.

₹1.000 INR in 40 giorni

0,0

(0 valutazioni)

0,0

@sumeshmuae

Hi there, I represent Gaude Solutions, and I'm excited about your financial advisory platform project. I am in Freelancer as Buyer account for almost 6 years and now only we started a Seller acccount and looking for AI project opportunities. We've built AI-powered solutions for many industries and recently I personally have some direct experience integrating broker APIs. Our core expertise aligns perfectly with your requirements: We've developed Helpybo, our AI chatbot solution integrated with enterprise systems We're experienced with OpenAI integrations We've built secure user management systems for multiple government departments We have a proven track record with data visualization and analytics dashboards Our technical capabilities cover your full stack: Frontend: React.js for interactive dashboards Backend: Node.js/Python for API integrations Cloud: AWS/Azure for scalable deployment AI/ML: OpenAI and custom implementations Relevant portfolio examples: Built an AI-powered financial document analysis system Developed secure multi-user platforms for Kerala Bank Created data aggregation and visualization dashboards for government departments Our team of 20+ includes: Full-stack developers UI/UX designers AI/ML engineers QA specialists We can dedicate a focused team for your MVP development with a typical turnaround of 10-14 weeks. Would you be interested in scheduling a call to discuss architecture details and timelines?

₹1.150 INR in 40 giorni

0,0

(0 valutazioni)

0,0

@anshul577

ready to work as per requirement. I have 6 months of experience as full stack web developer. please send project details

₹750 INR in 40 giorni

0,0

(0 valutazioni)

0,0

@akashg705

the process of building both the front-end and back-end of an application. Full stack developers use a variety of programming languages and frameworks to create web applications.

₹1.000 INR in 40 giorni

0,0

(0 valutazioni)

0,0

@mohdrusyaidi

Five years of experience in accounting and taxationcombined with my proficiency in MySQL make me a strong contender for this project. I may not have a web developer title per se, but in the last decade of working, I've honed substantial skills in several programming languages, including Java, CSS, and HTML. These competencies are vital when it comes to building a robust financial advisory platform like the one you described. Moreover, my familiarity with Malaysia's tax and finance regulations gives me a unique perspective that could prove invaluable in implementing even more tailored features into your platform to suit the local financial landscape and preferences. Over the years, I've developed solutions that require secure user management, encrypted data handling, and reliable third-party API integration. For example, while using ubs accounting software, I was responsible for integrating data from multiple sources to create extensive financial reports. I believe this experience closely aligns with your requirement of aggregating portfolio data from different broker accounts. Joining up all these dots from varied points

₹1.000 INR in 30 giorni

0,0

(0 valutazioni)

0,0

@techvardha

Hi, I’m Dhyan Moradiya from Tech Vardha IT Solutions. We are a team of skilled professionals specializing in Front-end development(Angular, React JS, etc.) and back-end development (.Net, etc.). We’re excited to help with your project. We have worked on CMS, CRM, ERP, Inventory management systems, restaurant management systems, and more, ensuring smooth functionality, user-friendly design, and bug-free code. Here’s why we’re the right choice: Proven experience with CRM, ERP, real-time monitoring, APIs, and security. Familiarity with scalable solutions for apps similar to yours. Timely delivery without compromising on quality. Let’s connect to discuss your requirements in detail. we’re eager to understand your vision and create a system that exceeds expectations. Looking forward to hearing from you! Best regards, Dhyan Moradiya

₹1.000 INR in 40 giorni

0,0

(0 valutazioni)

0,0

@manojgauttam

I’m excited about the opportunity to build the MVP for your financial advisory platform. With experience in developing web applications, API integrations (including broker platforms like Zerodha and 5paisa), and AI-powered chatbots, I’m confident in my ability to deliver the core features you need, such as user management, the financial profiling questionnaire, a dynamic dashboard, and actionable investment insights. I will ensure the application is secure, intuitive, and provides valuable insights to users. Please feel free to share any additional details or questions, and we can move forward with your vision.

₹750 INR in 20 giorni

0,0

(0 valutazioni)

0,0

@suhailb6

"As an experienced web designer, I bring a unique combination of technical expertise, creativity, and a deep understanding of what businesses like yours need to succeed online. I specialize in creating visually compelling, user-friendly websites that not only look great but are optimized for functionality and growth. Ultimately, my goal isn’t just to build you a website, but to create a digital presence that drives results and grows with your businessover time.

₹1.000 INR in 40 giorni