Suljettu

Complete existing website add landing page functions basic to medium plus commence App development

APP Development & Stand alone site for APP promotion and sales

We are a Financial Services firm that are completely Web-based and use Video conferencing and advice

We have a dedicated website /CRM that is being built for our interface but also want to branch out with our own App & corresponding website for APP sales as a stand-alone business.

Integrated Software:

Current website: [login to view URL]

The Brief is to create an APP branded under our banner with the functionality from this website but only a portion:

DATA API Yodlee feeds will provide

All Bank accounts, Investment platforms & the below integrated software can also be used in the APP.

IMMEDIATE NEEDS:

WEBSITE: [login to view URL]

APP FEEDS -

BANKING (Australian feeds all through Yodlee)

INVESTMENT ASX SHARES (Yodlee)

MANAGED INVESTMENTS (Yodlee platforms ie Netwealth, Macquarie etc)

RETIREMENT PLATFORMS (Superannuation Australian & NZ)

PROPERTY - (RP DATA)

INTEGRATIONS & DATA API FEEDS SUPPLIED

- Yodlee API data feeds will need to flow in and be manipulated for simple summaries

-YODLEE FEEDS: API - live feeds (we have arranged this)

- RP DATA {Property reports ([login to view URL])

- G-SUITE Business

1. DASHBOARD SUMMARY - CASHFLOW WHEEL & ASSET WHEEL INTEGRATING ALL ABOVE & TRACKING GOALS

2. PROPERTY REPORTS (SINGLE & AREA) - flow from RP DATA (

[login to view URL] DATA MANIPULATION

an interaction where a client can create tasks.

SET SAVINGS GOALS

ADD FUNDS TO RETIREMENT ACCOUNT AND MODEL OR PROJECT TO 5-35 YEARS

EXAMPLES

[login to view URL]

[login to view URL]

WEBSITE PLUS LANDING PAGE - STAGE ONE

Website has tools inbuilt but need a form embedded with adobe or

G Suite apps signature and ID capture plus email notifications,

Exactly what I need is below with login details so he can access all the media

DOMAIN PRIMARY EMAIL & CALENDAR

- [login to view URL]

admin@[login to view URL]

PRIMARY EMAIL & CALENDAR

THAT IS SINGLE POINT FOR CLIENT REQUEST AND FORM DELIVERY

admin@[login to view URL]

WIX - SITE is WIX

GOOGLE G-Suite business

ADOBE - DC ACROBAT

The Landing page is a CRITICAL point for the business ALL new client traffic hits this & several functions need to be inbuilt (like 'Conga' or Riva' or Calendy Google & are pretty proficient at SEO & data field maintenance)

MAIN LANDING PAGE

Banner animation - (data field upload .CSV into WIX-Finethix) [login to view URL]

CALENDAR - APPOINTMENTS STRAIGHT TO DIARY (ADMIN)

That Links to admin@[login to view URL] (embed or just link) embed this link [login to view URL]

CONTACT FORM EMAIL EMBEDED WITH DIGITAL SIGNATURE & CAPTURE ADOBE

This requires a specific PDF/DOC document to be embedded or linked and populated with the information on the contact form (i have the form but don't know how to do this yet). I will format and send the form but simple details just need to

Include Docusign (ADOBE) signature field or Docusign also integrated

EMAIL CAMPAIGNS AND REPLIES (SMS ALERT CALENDY CONGA ETC)

Email needs to be sent to the client using a template we will create "welcome...your report..."

Emails need to be generated for traffic that do not complete the form using another template that will be sent to them & admin@[login to view URL] so we can follow up.

ANALYTICS:

alot is built in already i think through G-Suite...We will be trying to monitor that from where we send out all the email campaigns which is through the data management system Ccube [login to view URL]

This is a google example of what we are after i sent through before so the attached images are the content type in WIX its just adding the Slideshow

PLEASE LET ME KNOW IF YOU ARE ABLE TO HANDLE BOTH APP & WEBSITE OR JUST WEBSITE.

THE SITE IS PRIORITY AND 2 WEEKS FOR THAT IS NEEDED

APP CAN BE 4-8 WEEKS

Regards

Mark Nilsen

Founder

Finethix Financial Group

Australia

Taidot: API, Data Visualization, graafinen suunnittelu, Mobile App Development, verkkosivujen suunnittelu

Näytä lisää: free landing page, software developer portfolio example, web developer portfolio example, wix, web developer portfolio projects, idea validation landing page, programming portfolio ideas, full stack web developer portfolio, php, html, website design, wordpress, graphic design

Tietoa työnantajasta:
( 0 arvostelua ) Brisbane, Australia

Projektin tunnus: #18914201

67 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön

contact2phpsl

Hello, I can assist you with your project. Need to discuss the project in more detail. Please share your feasible time for discussion. Thanks. PS: Bid amount is a placeholder

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devexpertsteam

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gkws

Dear Employer, Greetings from Risensys!! We are giving quality services from past 8 years. Can you come over to chat to discuss further in this regards as I would love to hear more about the idea/ concept? *WE Lisää

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r4rony

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augurstech

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gahisharma

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ITWhiz4U

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ominfowave

Dear Client, Thank you for posting project on freelancer. We appreciate to make bid on your project. We will surely provide you excellent work for your project and you will surely gain trust on us. We are really in Lisää

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hemanshusondhi

NO UPFRONT PAYMENT REQUIRED! We very well understand that as soon as you have posted this project, you would be flooded with tons of bids and making it very hard to choose the right freelancer for you. Below is w Lisää

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akash9958

Hello, I have read the project description carefully and I am sure that I can complete the existing website add landing page functions basic to medium plus develop this commence App very well. You can see my mos Lisää

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covernal

Hi, How are you? Please check those apps built by me. [login to view URL] [login to view URL] https://itunes.a Lisää

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technorizen

Hello ,Mark Nilsen!!! I have similar kind of expertise and work experience. I have gone through your requirement and understand that,you are looking for highly skilled, qualified, and experience Mobile App develo Lisää

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jinzhenzhu8691

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wuyong2020

Hello I am Full-Stack web and mobile expert and have experienced a lot. This project is very interesting for me and perfect fit with my skills. I would like to discuss more details with you. Hope to meet you soon. Lisää

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mitss

Hello We are more than 7 + year experienced programmer team & we provide you our best Quality App, beyond your desires with Long terms tech support & [login to view URL] provide me your IOS/Android studio app requirement Lisää

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workspaceit

Hello there, This is Tahsinul Alam, CEO of Workspace InfoTech Limited. We have dedicated team who can handle your project easily and [login to view URL] have 52 engineers in 14 teams who are serving the world wide client in Lisää

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Smart1902

Hi, I have just read the details regarding the project and interested in working for your project. I have confident to complete this within specified time. I will be glad to share my expertise with you. ***An Lisää

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langlangFan

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webtrix8

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Thesynapses

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