The deliverable is a financial planning software with cash flow based Monte Carlo projections for US and Canadian clients (cross-border solution). Advisor login to access client accounts overview, analysis reports, and data input (incomes, expenses, assets, liabilities, etc.).
Looking for a team with a strong background in math and preferably finance (fintech experience).
Trying to build the first true cross-border planning software with multi-currency and dual tax systems. The clients and advisors should have one place to see their wealth.
We already have a beta version of the project built in Matlab, but the inputs need to flow from a database rather than an excel file. Essentially, take what is built, put it in the cloud so advisors can access it from anywhere, add a graphic user interface (user login/portal), and build the database that houses the information that runs the forecasting.
About the recuiterMember since May 20, 2018 Hanu Web Techno
from Matanzas, Cuba