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Development of a Scalable AI-Powered Investment Recommendation Platform

capitalnumbers.com

Financial services

Information technology

Challenges with Legacy Spreadsheet-Based System

Apex Financial Solutions experienced significant inefficiencies and limitations with its previous reliance on spreadsheets to manage client data and investment recommendations. This resulted in delays in generating recommendations, increased manual effort, difficulty scaling the business, and a lack of data security and version control.

About the Client

Apex Financial Solutions is a fintech company providing automated investment advisory services to individuals and businesses through a web-based application.

Project Goals

Develop a modern, scalable, and secure web application for automated investment recommendations.
Replace the existing spreadsheet-based system with a centralized, streamlined platform.
Improve the speed and accuracy of investment recommendation generation.
Enhance data security and compliance.
Enable future expansion and integration with other financial services.
Create modular APIs for potential external use and revenue generation.

Functional Requirements

User authentication and authorization.
Secure financial account aggregation via Plaid.
Personalized investment recommendation engine.
Digital signature and approval workflow via DocuSign.
Automated report generation (PDF).
Portfolio performance tracking and reporting.
Tax implication analysis.
Alerts for new recommendation reports.
Modular API for external integration.

Preferred Technologies

Laravel

PHP

MySQL

HTML

jQuery

Plaid API

DocuSign API

AWS

Required Integrations

Plaid for financial data aggregation
DocuSign for digital signatures and approvals

Key Non-Functional Requirements

High scalability (support 20,000+ concurrent users)
High availability and reliability
Robust security (data encryption, tokenization)
Performance (fast recommendation generation and report generation)
Data partitioning and load distribution

Expected Business Impact

This project is expected to significantly improve operational efficiency, reduce manual effort, enhance customer experience, enable business scalability, and create new revenue streams through the modular API. The platform will empower Apex Financial Solutions to serve a larger client base with faster, more accurate, and secure investment recommendations.