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Financial Advisor App

A financial advisor that automates your most important financial decisions.

Financial Advisor is an application that automates crucial financial decisions, assisting with retirement planning, debt management, mortgage loan applications, and personalized financial advice. Targeted at professionals needing financial literacy, retirement planning, or debt management.

Key Contributions

Led the product design and co-led the frontend development for the automated financial advisory platform, serving 80,000+ users within 4 months of MVP launch.

  • Spearheaded the redesign of the existing application, enhancing UX/UI and implementing new features
  • Developed a robust design system and enforced code standardization across the frontend team
  • Implemented critical features including automated retirement asset allocation, personalized mortgage calculator, and tailored financial advice engine
Challenges Overcome
  • Improved code quality and consistency by implementing and enforcing standardization
  • Enhanced application responsiveness and accessibility through mentorship and rigorous implementation
  • Engineered solutions for complex form state management and data persistence
  • Optimized API data transformation with utility functions
  • Improved reliability through unit testing and edge case handling
  • Boosted scalability and maintainability via documentation and architecture restructuring
Impact
  • Onboarded 80,000 users within 4 months of MVP launch for a private client
Role
  • Frontend Engineer
  • Product Designer
Tech
  • Next JS
  • TypeScript
  • Redux Toolkit
  • Styled Components
  • Storybook
  • Jest
  • Cypress
Key Features
  • Automated retirement asset allocation advisor
  • Personalized mortgage calculator with actionable financial advice
  • Tailored financial advice engine for credit score improvement
desktop design view
desktop design view
desktop design view
desktop design view
desktop design view
desktop design view
desktop design view
desktop design view
desktop design view
desktop design view

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