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PORTFOLIO

Worth Advisors - An advisory that shapes your financial future

A Platform to Calculate Worth and Manage Your Wealth

Worth Advisors is a platform designed to cater to the needs of people with the intent to know about their financial status in the future. The model assesses the profile of individuals based on the inputs given by them. The entered data is shaped into a well-segregated document, categorized into various meticulously explained aspects. The team of advisors analyzes aspects and guides you with steps to achieve your future financial goal. The services of Worth Advisors are further extended based on the customer's choice of approach.

Worth Advisors approached us with a vision to design, integrate, and deploy the only platform where an end user can fill in the required details, answer the selected questions from the advisors, generate a report, and get a deep-dive into the future with wealth management advisory to achieve various future objectives.

OUR SMART, EFFICIENT & PRODUCTIVE APPROACH

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Specific Complexities

Our team went through a detailed discussion of designing the model consisting of formulas, other calculations, and a graphical representation of the result in the document. Also, to understand the psychology of the user, we wanted to design the platform in a way that makes it easier for a user to understand and feel as if it is the quickest process. Our UX experts took the front seat and steered the results to a user-friendly design.

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Project Highlights

  • Client Dashboard

  • Employees Dashboard

  • Admin Dashboard

  • Notifications 

  • Reports 

  • Upload Documents

  • View Forms

  • Tasks

Kudo to Our Team

The continuous efforts in understanding and coding led us to complete the project. With proper guidance and support from Worth Advisors, we crossed all hurdles. The collaboration and synergy with our team were remarkable, ensuring the model was developed with the greatest intent. From intricate formulas to user-centric graphical representation, our experts left no stone unturned. Their dedication and expertise transformed complexities into a seamless, user-friendly experience, elevating the platform's usability. This project is a testament to our team's unwavering commitment and proficiency in delivering exceptional results.

Insights

Organizations rely a lot on accurate reporting, analytics, and information delivery in order to make informed decisions. Though there are several options to choose from, there isn't a single comprehensive tool that can help organizations automate and simplify collecting information from clients and process the data into desired reports. The developed platform has end-to-end capabilities to collect data from the users and deliver standardized reports based on the inputs. This product consists of three different panels viz. Admin, Employee, and Client. The Client can log in and fill out the forms available. The employee will then review the forms and information and submit the generated reports for final review at Admin's side. This product will help the employees manage their tasks and other documents. The clients will also have an option to view and download their reports and manage their personal information as well.

Creative Designs

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Technical Architecture

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Leader Of The Effort

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Sanjeev Verma

Exp: 20+ Years

Subject Matter Expert

Sanjeev Verma has been actively conceptualizing and creating software solutions for the past 20 years in the IT domain. He has worked on technical leadership positions with Marriott Vacations, Disney, MasterCard, Statefarm, and Oracle. He has been a key player in developing, implementing, and monitoring Digital Solutions ranging from IoT solutions & products, Mobile and Web Development, and Digital Marketing to Full Stack Development and CMS solutions.

Why Biz4Group

How We Work As Trusted Advisors?

At Biz4Group, we do whatever it takes to make a product successful. We are not order takers, rather our highly experienced team of subject matter experts and seasoned developers work with you to deliver added value each time.

How Quality Helps

By providing exemplary code quality, we ensure your product supersedes customer expectation with amazing UX, better usability and easy interface. This increases user engagement and overall productivity

Supportability

We keep supporting your product forever with offerings like post-delivery consultation, continuous server monitoring and DB clean up. We provide cost effective, custom support plans as per business needs.

Going Above & Beyond

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Business Benefits

  • Automation of the whole process

  • Data Encryption

  • Assign tasks to fellow workers

  • Easy and quick transfer of Required documents

  • Targeted delivery of data and reporting capabilities

  • Increased productivity

  • Improved decision-making

  • Increased organizational communication and collaboration

Why We Use Reusable Technical Components

  • Efficiency: Reusable components help us save development efforts and deploy the application faster and for less cost.

  • Consistency: With the primary functions being consistent, we get greater control and scalability of the app.

  • Proven Codebase: Various developers have used the code many times, making the functionality already proven in the field.

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Quality

  • Best-in-class coding practices and stringent QA review ensure top-notch Performance, Efficiency, Security, Robustness, Portability, & Maintainability of your business application.

Extra efforts to make product successful

  • We make sure to go the extra mile for your product with in-depth Technical feasibility studies, Business logic improvement, and Regular brainstorming sessions.

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Development Life Cycle

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Tech Stack

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Client Testimonial

"The BizGroup team is top notch! Not only was the team timely and a pleasure to work with, but the overall development not only worked technically well, but had outstanding UI too."

Charles Horton, Worth Advisors
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