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A Website for Financial Planners

Client Brief

The client wanted us to change the functionality in module scenario section in his existing website. He needed to move the whole module scenarios data from one user to other website users.

Our Endeavor

Pricing Advice (www.pricingadvice.com) provides a host of resources to assist financial planners to effectively price their advice to provide significant value for their clients, and increase the profitability of their business.

As expected, we have modified the functionality to move scenario data from one user to other user. The module can help the admin to create the right fee module for any user who is expecting to venture into the financial planning business sector. We have modified the module data value for specific users. When a user seeks some help to refine the existing pricing model, generally he/she is forced to transform the business as commission as phase out of the profession. The pricing model that we have modified will be one of the largest keys to the success of their business in the coming time.

We have toiled heard to understand the industry and its requirement and accordingly have modified the module so that it can help the consumers in a much better way than ever. Alongside, we also have moved the module reports data from one user to other users. Modifying the reports links was also included in our initiative that we took up helping the website to work better. We offered free web analysis to the client and suggested various areas that can be worked upon to be modified.
 
 

Technology/Platform

PHP

Industry:

Banking & Finance

 A Website for Financial Planners

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