Professional IT Services

FinCore Wealth Management Dashboard

Project Details & Implementation

Finance & Banking

Confidential

Feb 09, 2026
3 views

Project Information

Duration

Aug 2024 - Dec 2025

(16 months)

Team Size

10-15

Category/Industry

Finance & Banking

Client Type

company

Budget Range

$250k+

Project Description

A comprehensive wealth management platform enabling real-time portfolio tracking and AI-driven investment insights for high-net-worth individuals.

We engineered a secure, bank-grade financial dashboard. The system aggregates data from multiple stock exchanges and crypto wallets to provide a unified view of assets.

Key Features: Real-time stock ticker integration, automated tax-harvesting reports, and an AI advisory bot.

Skills & Technologies

Skills

Web Development

Technologies

Laravel React Python MySQL AWS

Quick Stats

Published Feb 09, 2026
Views 3
Technologies 6

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