Kaching
A platform for financial advisors: personalised client portals, analytics dashboards and an active financial community.
Our role
Full-stack development
Year
2024
Type
Web app
Timeline
2.5 months (Jul – Sep 2024)
Client
Kaching
Partner
Deploy Technologies
The project
Kaching lets financial advisors create personalised portals for their clients, where clients monitor investment performance and manage their finances intuitively. Advanced dashboards present complex financial information visually: asset status, investment performance, cash flows and more, with quick summaries or deep dives depending on the need.
Advisory-firm managers get a dedicated interface to track advisor performance, manage clients and surface business insights. A financial community layer supports knowledge sharing and professional discussion between advisors, experts and clients.
Team · PM, UI/UX designer, 2 front-end, 2 back-end, QA
What we built
- Personalised client portals
- Real-time dashboards: assets, performance, cash flow
- Management interface for advisory firms
- Financial community for knowledge sharing
- AI integrations
Deliverables
Keep exploring
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