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Digital financial planning web application

CHF 100,000
Finance and Investment
Vaud

Retireplan is a financial web application that help individual plan their retirement. The core technology is built to make any financial projection. That is what we are selling. It consists of two github repo (front end + back end) and a database. It's perfect for someone wanting to develop a powerful financial tool for any service linked to the swiss system such as tool for financial advisor, or a bank, or an insurance, or more. Front-end: • Landing page and complete user interface. • Detailed form to collect all personal, financial, real estate and 1st, 2nd and 3rd pillar data. • Dynamic results: financial projections, graphs, tables and clear summary of optimal scenarios. Back-end: • Structured data model for annual financial calculations. • Comprehensive projections spanning several decades. • Taxation has also been modeled for all the French-speaking cantons: Vaud, Geneva, Fribourg, Neuchâtel, Jura and Valais. • Automatic generation of scenarios according to parameters (retirement age, annuity/capital, interest rate, etc.). • Determination and display of optimal scenarios with associated recommendations. Technologies: • Front-end: modern framework (React, Typescript). • Back-end: modular architecture with time-series calculations (Typescript, NodeJs, Firestore (db), Koa (express)). • Database: Firebase hosting (Frontend), GCP Cloudrun (Backend)

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