Kaching
A platform for financial advisors: personalised client portals, analytics dashboards and an active financial community.
- Role
- Full-Stack Developer
- Year
- 2024
- Type
- Web app
- Duration
- 2.5 months (Jul – Sep 2024)
- Client
- Kaching
- Team
- PM, UI/UX designer, 2 front-end, 2 back-end, QA
About the project
Kaching lets financial advisors create personalised portals for their clients, where clients monitor investment performance and manage their finances intuitively. Advanced dashboards present complex financial information visually: asset status, investment performance, cash flows and more, with quick summaries or deep dives depending on the need.
Advisory-firm managers get a dedicated interface to track advisor performance, manage clients and surface business insights. A financial community layer supports knowledge sharing and professional discussion between advisors, experts and clients.
Built with the team at Deploy Technologies.
Highlights
- Personalised client portals
- Real-time dashboards: assets, performance, cash flow
- Management interface for advisory firms
- Financial community for knowledge sharing
- AI integrations
Stack
Delivered
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