“The major winners will be financial services companies that embrace technology.” – Alexander Peh, PayPal and Braintree

• This is a project for Software Engineering (SE) students module code CS2103T.
  

• The project simulates an ongoing software project for a desktop application (called Friendnancial) used for managing contact details for Financial Advisors.

  • It is written in OOP fashion. It provides a reasonably well-written code base bigger (around 6 KLoC).
  • It comes with a reasonable level of user and developer documentation.

• It is named Friendnancial (Friend for short) because the application aims to be your friend in the financial space.

• Financial advisors (FA) have many different types of contacts: warm clients, cold clients, normal friends. FAs have to regularly keep up with their contacts, by wishing them happy birthday, or sending invites and following up with contacts, they may do so on multiple platforms such as LinkedIn, Instagram, email. FAs have to store information about their clients such as contracts and schemes/packages.

Read about: Why Financial Advisors Will Embrace Tech Or Face Extinction

• FAs should use this application because it features
  • Keybord Proficient and Fast Contact processing (You don't even need a mouse)
  • Declutter of your calendar
  • Advanced filter functions that your phones do not have
  • Reminders for the forgetful
  • Short and Sweet Commands

Best of all this application is FREE!

The application is still currently in progress of development, this is the mockup of our end product