- Should have your budget, Income, Expenses.
- Client should be able to upload 3 month bank statement, so that we can determine income and expenses and then compare that to the budget.
- Client must be able to list short term and long term goals.
- Based on the information she gave us we can suggest how she can allocate her money to achieve these goals
- The client must list all their goals and indicate how much they need in order to achieve this goal.
- If a client commits to a certain goal, we must monitor and the client must earn points every three months for her commitment to the goal.
- Clients will earn rewards based on the points they accumulated.
- There must be a list of investments Like unit trust, investment policy, cryptocurrency, property etc.
- Calculate their net worth, then categorize them accordingly.
- They must sign an astute form so that we can see the investments they have.
- We must be able to calculate the investment costs for each investment.
- We must be able to determine their risk appetite, then help with the asset allocation mix.
- This feature must have a retirement calculator
- Expenses that will be important during retirement,
- Be able to build, manage and forecast your retirement at the comfort of your home.
- Search engine optimization
- E-mail Campaigns
- SMS Campaigns
- Facebook and Instagram Ads