FinCliq, the one-stop client management application for Financial Advisors.

About the App

• The app allows Financial Advisors to keep track of the clients under them as well as the scheduled meeting with their clients.

  • It is written in OOP fashion and provides a reasonably well-written code base.
  • It comes with a reasonable level of user and developer documentation.

• Example usages:

  • Allows Financial Advisors to add new clients, delete existing clients
  • Allows Financial Advisors to create meetings with existing clients
  • Allows Financial Advisors to delete meetings with existing clients

• We hope that through FinCliQ we can help Financial Advisors achieve financial freedom for all their customers by providing an easy way to keep track of all clients and the meetings with them.

Acknowledgements

This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.