AI Wealth Check Tool Integration

Posted yesterday

Worldwide

Summary

We are a wealth management firm seeking a developer to integrate a free "AI Wealth Check" tool into our website. The tool should allow visitors to enter contact details, upload a portfolio statement in PDF, Excel, or text format, and receive an automated analysis with a score from 0 to 10. The analysis should include observations on diversification, concentration, equity/fixed-income quality, and similar factors. Results should be emailed to the prospect, and a copy should be sent to our internal team as a qualified lead. See attached detailed job description.

$150.00
Fixed-price
Intermediate
Experience Level
Remote Job
Ongoing project
Project Type

Skills and Expertise

Mandatory skills

PHP

JavaScript

Nice-to-have skills

SQL

MySQL

Activity on this job

Proposals:20 to 50
Last viewed by client:yesterday
Interviewing:
1
Invites sent:
1
Unanswered invites:
0

About the client

Member since Feb 23, 2015

Switzerland
Langnau Am Albis3:24 AM
$38K total spent
190 hires, 14 active
96 hours
Finance & Accounting
Individual client

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