Here is the final product as experienced by the client: https://online.
Our Brief:
Provide a public facing system for brokers and clients, a clear interface for buying financial products to be cleanly integrated with the back office provider.
11 months to write using best of breed industry tools including Ruby on Rails and Angular.
- FSP Onboarding
- User Management
- Online Investor Statements
- Product Quotations including EAC implementation
- Back end infrastructure
- ‘Invest Now’ functionality with walk through allows clients to produce a quotation without the assistance of a Financial Advisor
