Online financial consultant

For those individuals who have no prior experience in investing in ETFs, the process can seem quite challenging and carries major risks. To manage these risks, many people usually turn to financial consultants for help. Yet, finding a consultant who is both affordable and highly professional can be a major challenge. Moreover, there are very few custom-made software systems that can perform the same functions fast and reliably. To tackle this challenge, we developed an online financial consultancy service for our client in Germany. Using stock market data and recommendations from professional consultants, the online financial advisory system offers personalized recommendations on what ETFs to sell and buy on a daily basis to reach the users’ predefined financial goals. Besides these, the system improves the collaboration between professional financial consultants and their clients, allowing clients to subscribe to the consultant’s financial portfolios.