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Development of a Customizable Financial Calculator Platform with Real-Time Analytics and Seamless Integration

brights.io

Financial services

Fintech

Real estate

Information technology

Challenge in Financial Tool Customization and Deployment

Financial institutions and businesses lack accessible tools to create and deploy customized financial calculators without technical expertise. Existing solutions require coding knowledge, offer limited real-time analytics, and fail to provide seamless integration with branding and third-party systems.

About the Client

A SaaS platform provider specializing in interactive financial tools for institutions and businesses

Key Goals for Financial Calculator Platform Development

Enable non-technical users to create fully customizable financial calculators
Implement real-time analytics for performance monitoring
Ensure responsive design across all devices
Facilitate one-click integration with existing websites
Provide secure data processing and storage

Core Platform Functionalities

Drag-and-drop calculator builder with formula customization
Real-time analytics dashboard (views, clicks, engagement metrics)
Responsive design editor with branding options (colors, fonts, logos)
Lightweight embeddable widget system
Multi-template library for financial calculators (mortgage, ROI, investment planning)

Technology Stack Requirements

ES6

Progressive Web App (PWA) framework

Real-time database (e.g., Firebase)

Third-Party Integration Needs

Google Analytics
Social media sharing APIs
Payment gateway for SaaS subscriptions
CRM systems (e.g., Salesforce)

System Quality Attributes

High scalability for concurrent calculator usage
Sub-second response times for real-time calculations
GDPR-compliant data security measures
99.9% platform uptime SLA

Expected Business Outcomes

Enables financial institutions to enhance customer engagement through personalized tools, reduces calculator development time by 80%, improves data-driven decision-making with real-time analytics, and expands market reach through cross-industry applications in banking, real estate, and investment sectors.