Want to build a web portal (and mobile app later) that will connect investors with financial/insurance professionals.
It will be screening/filtering web financial application that will process input of user (name, email,age, gender, risk tolerance, investment horizon etc.) using price data (stocks,ETF etc.) from free web sources and/or internal server/cloud and suggest a sample optimal portfolio mix accordingly. At the next level it will link user with affiliated wealth managers, brokers, insurance agents and other professionals. Need database to keep users and link to mailchimp.
A sample of the work needed can be found here www.portfoliocheckup.com
Prefer quote by project. May start with light version with basic functionality and gradually build up.