No matter what kind of business you are in, it is essential to know how to budget. As per a Twitter survey, 6 out of 10 people do not create budgets for their spending. In contrast, 58% of those who develop budgets do it manually. Others use spreadsheet packages and budgeting apps. 

These processes may seem helpful in expense management but are cumbersome and time-consuming. The vision is to develop a single turnkey solution for managing all personal finances in one place. 

Working collaboratively with the client we delivered a scalable, extensible, web-based personal finance management portal with a highly enhanced and consistent UI using agile methodology.  

The portal made waves in the realm of personal finance management –  

• Increased customer retention  
• Usage has multiplied 
• End-customers are getting transparency 
• The platform helps generate enormous customer data creating cross and upsell opportunities. 

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