About the client
Wealth Junction Consultants Pvt Ltd is a decade old financial planning and insurance brokerage company that helps individual and corporate customers on their financial planning for a secure future.
Financial experts and agents at Wealth Junction Consultants were relying on face to face interaction with their potential customers to give information about their services and help them invest. This was an inefficient
model since they had to accommodate their limited financial experts at the location and time slot as per the convenience of their clients.
Hence, they now wanted to move these operations to a web based platform with an intention of providing financial coaching to a large client base.
We were conscious about the extra data security that was necessary at the backend since money and personal details of the users were involved.
On the technical front, our architecture team came up with Springs MVC platform for Business layer, a reliable and flexible SQL database called PostgreSQL for the data layer and Angular 6 for the view layer to keep it light and modular.
On the operations front, we associated with Morning star to provide comprehensive ratings for the mutual funds in the market.
Features of the website
Despite the technical hiccups like integration with Bombay Stock Exchange (BSE), we came up with a well versed website that provides end to end wealth management solutions, in a span of six months. The diverse features available in the website are