This application is basically meant for the financial organizations who caters their clients with the best possible advice to invest their savings. Then main processes followed in this application is Marketing, Prospects, Pipeline and Servicing. The service provider calls a client and offers their financial service if client is interested then service provider can fix up a meeting with the prospect for further process. When the client agrees to take services from the service provider then all the details are gathered from the client. After gathering all the information service provider proposes the best suitable scheme to the client to invest the money which can fetch good returns. Using this application the service provider can manage the details regarding the funds and analyze them for future use. This system can help to draw out the forecast about the finances invested by the existing clients.
The main purpose behind developing this system is to manage the financial data of the client in a highly secure application. This system have an appointment calendar where all the appointments are being booked. This application also helps the advisor to calculate income, taxes, pensions, etc. for the clients. This system can calculate the investment returns on the funds invested by clients. This system can also forecast the financial position of the individual over certain years, this helps the client to plan their future spending.
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