About The Application
This web application is a financial proposal management platform designed to help advisory firms generate client proposals and manage financial reports for grouped members under categories like Individual, Sole Trader, and Business. It ensures accurate financial data management and dynamic calculations through third-party integrations.
Key Challenges
- Handling complex financial calculations based on various financial categories.
- Integrating and aligning financial records from Xero with the platform’s data structure.
- Managing large imports of members and their financial data.
- Delivering a real-time, interactive financial calculation table.
- Maintaining secure, efficient data flow within a scalable cloud infrastructure.
Solutions
- Deployed a robust AWS cloud infrastructure with full CI/CD pipelines.
- Integrated Xero APIs securely for importing member and financial data.
- Developed a customizable financial table supporting real-time edits and instant recalculations.
- Built a tabular report generation module designed to be clean, quick, and presentation-ready.
