Kapalı

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

Beceriler: API, Data Visualization, Grafik Tasarımı, Mobile App Development, Web Sitesi Tasarımı

Daha fazlasını gör: 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

İşveren Hakkında:
( 0 değerlendirme ) Brisbane, Australia

Proje NO: #18914201

Bu iş için 67 freelancer ortalamada $7461 teklif veriyor

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covernal

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Smart1902

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