Financial Advisor Assistant - cs428TAs/f2022 GitHub Wiki

(Actual name of this TBD) by: Benjamin Harden

Many financial advisors manage many clients who have accounts at different banks and custodians. Also many advisors use multiple products to sell to their clients like mutual funds, ETF's, Lending options co-advisement firms, and yes even crypto sometimes. These advisors need a clean place to keep their book of business online.

This would be a web app that allows advisors to create client accounts and organize where these clients are located (which bank or custodian) and what type of management plan they have selected for that client (50% crypto 50% stocks.. etc) then advisors could more easily see which clients they have that will be exposed to certain market risk and be proactive in notifying and advising those clients. I would also hope to include a list of recommendations so new or less experienced advisors can see a list of firms who can help them manage their clients money.

This has real money making potential in two ways. 1. Charge a small subscription fee from the advisor using the service. 2. Have business like mutual funds and hedge funds pay a small fee to get their sites and onboarding process linked up to our app. This promotes their business as well as strengthens our product to the financial advisors