MyFinMentor: AI-Powered Financial Advisory Platform
An in-house SaaS solution that democratizes financial planning by replacing traditional financial advisors with AI-powered insights and automated strategies.
Project Overview
MyFinMentor is a web-based financial advisory platform designed to make professional financial planning accessible to everyone. By leveraging multiple AI models, the platform provides personalized financial insights and automated strategies, eliminating the need for expensive traditional financial advisors.
Technologies Used
Target Audience
The platform is specifically designed for individuals aged 25-40 who are looking for professional financial guidance without the high costs associated with traditional financial advisors. This demographic represents young professionals and growing families who need financial planning but may not have access to or cannot afford traditional advisory services.
Challenges
- Developing accurate AI models for financial predictions
- Ensuring data security and privacy compliance
- Managing last-minute changes during development
Solutions
- Implemented multiple AI models for comprehensive financial analysis
- Developed robust security measures and compliance protocols
- Flexible development approach to accommodate changes
Development Timeline
Initial Development
Core platform development and AI model integration
Testing & Refinement
User testing and platform optimization
Final Iterations
Last-minute changes and platform launch
Key Features
AI-Driven Analysis
Multiple AI models for comprehensive financial insights
Automated Planning
Personalized financial strategies without advisor fees
Budget Tracking
Smart budget monitoring and spending insights
Investment Guidance
AI-powered investment recommendations
Goal Setting
Personalized financial goal planning and tracking
Security
Bank-level encryption and security measures