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Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
Financial planning and management platform
2023

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Financial planning and management platform

Web Application

A comprehensive one-stop tool to manage all personal finances. It is a secure financial fitness tool that aggregates and analyses a consumer’s financial data to offer a personalized journey for the consumer to achieve loan eligibility for a mortgage and other financial transactions. This tool provides the tools and resources to help consumers build and maintain their credit, manage their finances, budget, save, and achieve their financial goals. Homebuyers and homeowners have access to additional tools to get them mortgage ready and sustain homeownership. Simplified Processes for Registration, Profile Creation enables improves adoption rate.

Date of Launch
2022
Development Time
Confidential
Target Regions
North America
Target Groups
Consumers / Users

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