Personal financial management with the following key features:
- Capture personal financial information for household budgeting and planning
- Life goal simulation
- Recommendation
Objectives:
* Provide an intuitive, personalized, and guided dashboard for you to perform personal financial planning
* Improve financial literacy and simplify complicated fact-finding process
* Promote interoperability with your preferred Financial Advisor via live chat & co-browsing
* Suggest relevant products/services