Jan 04, 2024
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Completed
Financial Advisors Integrated Planning (IP) Platform
$25,000+
4-6 months
South Africa
6-9
Service categories
Service Lines
Software Development
Domain focus
Banking & Financial Services
Challenge
The client collaborated with us owing to our rich experience in developing and deploying similar integrated solutions in the Financial Planning domain. Azilen, undertook this assignment to implement a coherent platform supporting multiple stakeholders and users on it.
The client collaborated with us owing to our rich experience in developing and deploying similar integrated solutions in the Financial Planning domain. Azilen, undertook this assignment to implement a coherent platform supporting multiple stakeholders and users on it.
Solution
The customer sought to create a product with the latest business and technological developments in the estate planning industry. In order to coordinate estate planning strategies for their final clients, we merged the efficiency of cutting-edge technology with financial advisors and their firms in this solution. We developed a white-labelled SaaS platform that integrates and connects the estate planners, financial advisors, and their end clients under a single roof.
The customer sought to create a product with the latest business and technological developments in the estate planning industry. In order to coordinate estate planning strategies for their final clients, we merged the efficiency of cutting-edge technology with financial advisors and their firms in this solution. We developed a white-labelled SaaS platform that integrates and connects the estate planners, financial advisors, and their end clients under a single roof.
Results
The most important aspect of financial planning is Estate Planning to anticipate and make preparations for the management and distribution of a person’s assets while they are alive.
Taking into account these essential factors, Azilen collaborated with its client to develop an innovative solution to meet the expanding needs of Financial Advisors in the industry.
The most important aspect of financial planning is Estate Planning to anticipate and make preparations for the management and distribution of a person’s assets while they are alive.
Taking into account these essential factors, Azilen collaborated with its client to develop an innovative solution to meet the expanding needs of Financial Advisors in the industry.