$589.00 Fixed
I'm seeking a skilled app developer to create a comprehensive app for my mutual fund distribution business.
Key Features:
- Client Account Creation and KYC: The app should allow for seamless creation of client accounts and processing of KYC.
- Investment Reports and P&L: Clients should be able to view their investment reports and P&L.
- Auto File Upload: The app must support automatic file uploads. This includes NFOs or investments in new or existing portfolios.
- Dual Role Functionality: The app should cater to both clients and admins, with appropriate permissions for each.
- Push Notifications: Notify clients about account updates, investment opportunities, and important announcements.
- Analytics Dashboard: Provide clients with a comprehensive dashboard displaying investment analytics and insights.
- Fund Comparison Tool: Enable clients to compare different mutual funds based on various parameters.
- Document Vault: Securely store and manage important documents and investment proofs.
- Live Chat Support: Integrate a live chat feature to allow clients to get real-time support and answers to their queries.
- Transaction History: Display the complete history of all transactions made through the app.
- Customization Options: Allow users to customize their dashboards and reports according to personal preferences.
- Multi-language Support: Offer the app in multiple languages to cater to a broader audience.
- Educational Resources: Provide access to learning materials, tutorials, and investment tips.
Admin Specific Functionalities:
- Managing Client Accounts and KYC: Admins should be able to oversee and manage client accounts and KYC processes.
- Generating and Viewing Investment Reports: The app should allow admins to generate and view investment reports.
- File Management: Admins should be able to upload, manage files and send them via WhatsApp or email.
Ideal Skills and Experience:
- Proficient in app development with a focus on finance-related apps.
- Previous experience in creating dual-role apps.
- Strong understanding of KYC and investment reporting processes.
- Excellent file management and communication integration capabilities.
This app is pivotal for my business operations. It needs to be user-friendly, efficient and secure. Your expertise in this project can make a significant impact.
The app should be developed for both iOS and Android platforms. The project should be completed within 3 months. The app should have a modern and sleek design style.
- Proposal: 0
- 35 days
Suryakant Devar
,
Member since
Mar 10, 2024
Total Job