You will get Personal Finance Management System & Functional Dashboard

Arpan D.
Arpan D. Arpan D.
5.0
Top Rated

Let a pro handle the details

Buy Personal Finance & Wealth Management services from Arpan, priced and ready to go.

You will get Personal Finance Management System & Functional Dashboard

Arpan D.
Arpan D. Arpan D.
5.0
Top Rated

What's included $1,500

Personal Finance Management

Ready to use Wealth Management, Personal Finance, Financial Planning Tools

  • Delivery Time 20 days
    • Personalized Budget Design
    • Budget Visualizations
    • Investment Portfolio Review

20 days delivery — Aug 5, 2024
Revisions may occur after this date.
Upwork Payment Protection
Fund the project upfront. Arpan gets paid once you are satisfied with the work.

Let a pro handle the details

Buy Personal Finance & Wealth Management services from Arpan, priced and ready to go.

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.
Industry
Data Analytics, Financial Services
Target Country
Worldwide
What'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
5.0
3 reviews
100% Complete
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
1% Complete
(0)
Rating breakdown
Availability
5.0
Deadlines
5.0
Skills
5.0
Cooperation
5.0
Quality
5.0
Communication
5.0

CT

Cooper T.
5.00
Apr 14, 2024
Build a Live Scoreboard and Standings for Sports Teams / Leagues

If

Iheb f.
5.00
Mar 29, 2024
BackEnd Developer that Uses Stripe Connect

JT

Jochem T.
5.00
Mar 11, 2024
AWS Consult Good advice and thinks with you on the problem at hand.
Arpan D.

About Arpan

Arpan D.
FinTech Full-stack App Developer | API, Plaid, KYC, AML, Compliance
100% Job Success
5.0  (3 reviews)
Ahmedabad, India - 6:03 am local time
I have exposure working with SDKs like Plaid, Dwolla, Finicity, ACHQ, etc.
I work extensively on FinTech products and build partnerships with SDKs, and API providers in FinTech App Development space.

A few of my clients serve Factoring businesses, Multi-family offices portfolio management, freelancer tax saving products, and financial well-being products.

I work under a strict non-disclosure agreement with our customers.

I have expertise working with Loan Management, Loan Origination, and Loan Servicing like Canopy Servicing, Solid Finance, Plaid, i2cinc, Alloy, Synapse etc.

I have used verification APIs like Certn, Checkr, Persona, Onfido and more.

Our team has expertise working with Alpaca Stocks API.
Banking & Payment - YapStone
Credit History Check - EquiFax
Credit Cards - Marqeta
Tax APis - TaxJar

Ellimae/Encompass (leading mortgage processing software)
DocuSign/ZenDesk (customer service/tech help desk)
Resware (title processing software)
Softpro (title processing software)
Equifax (credit, income and employment)
ADP (payroll)
Paychex (payroll)
Plaid (assets)

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.

Review the work, release payment, and leave feedback to Arpan.