You will get Personal Finance Management System & Functional Dashboard
Project details
We have delivered Personal Wealth Management, Personal Finance management, Key Assets and Liabilities related projects multiple times. Our collective knowledge of industry and APIs sets a unique.
We are partners with companies like Plaid, Yodlee, MX, Basiq, Finvu and more.
We are partners with companies like Plaid, Yodlee, MX, Basiq, Finvu and more.
Industry
Data Analytics, Financial ServicesTarget Country
WorldwideWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 20 days
- Personalized Budget Design
- Budget Visualizations
- Investment Portfolio Review
Optional add-ons
You can add these on the next page.
Fast 15 Days Delivery
+$500
Custom Designs
(+ 8 Days)
+$1,800
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About Arpan
FinTech Full-Stack Developer | Plaid & Docassemble expert | Stripe |
100%
Job Success
Ahmedabad, India - 3:43 am local time
Core Expertise & Services
FinTech App Development – End-to-end development of banking, lending, and investment platforms.
Open Banking & API Integrations – Expertise in integrating Plaid API, Dwolla, Finicity, i2cinc, Alloy, Synapse, and Canopy Servicing. Payment Processing & Digital Wallets – Implementation of ACH payments, credit card processing (Marqeta), and embedded finance solutions. Loan & Credit Systems – Experience with loan origination, servicing, and underwriting APIs (Encompass, Canopy Servicing).
Identity Verification & Fraud Prevention – Integration of KYC & AML compliance APIs like Certn, Checkr, Persona, Onfido, and Equifax.
Stock Trading & Investment Platforms – Proficiency in Alpaca Stocks API, robo-advisory platforms, and brokerage system integrations.
Tax & Payroll Automation – Seamless integrations with TaxJar, ADP Payroll, Paychex for tax filing & compliance.
Tech Stack & Tools
Languages & Frameworks: Python, Node.js, React, TypeScript
Cloud & Infrastructure: AWS, GCP, Serverless Architectures
API Management: RESTful APIs, GraphQL, Webhooks, OAuth
Security & Compliance: PCI DSS, SOC 2, GDPR, KYC & AML Regulations
Why Work With Me?
Proven FinTech Experience – Developed solutions for factoring businesses, multi-family offices, freelancer tax platforms, and financial well-being products.
Strong Industry Partnerships – Extensive experience working with leading FinTech SDKs & API providers.
Enterprise-Grade Security & Compliance – I strictly adhere to NDAs, security best practices, and compliance requirements.
High-Performance, Scalable Solutions – My focus is on optimizing costs, performance, and security.
I am passionate about building next-gen FinTech solutions that drive efficiency, security, and innovation. Let’s connect and bring your vision to life!
Steps for completing your project
After purchasing the project, send requirements so Arpan can start the project.
Delivery time starts when Arpan receives requirements from you.
Arpan works on your project following the steps below.
Revisions may occur after the delivery date.
Client Onboarding
When we onboard you - we will go through a detailed requirement of your business and accordingly customised the dashboard and visualisation.