Income Dashboard
Web platform including Admin and Client Dashboards. Administrators have the ability to invite clients and view their financial information, such as historical transactions, bank account balances, and more, which is consistently updated. Financial data can be filtered, sorted, and exported to Excel and CSV formats. It is securely stored in an encrypted PostgreSQL database on AWS, with daily backups. Clients can securely connect their bank accounts using Plaid Link and manage their connected accounts.
This platform is perfect for lending and underwriting use cases, as well as for financial advisors and accountants. It makes it easy for underwriting agents to verify income and assets of their clients, and determine their eligibility for loans, etc.
Deliverables
This offer includes the following deliverables listed below.
- Landing Page: Serving as the starting point for the application, the landing page provides a brief overview of the platform and its purpose.
- Plaid Link Integration: The platform provides a secure and efficient way for clients to connect their bank accounts in a matter of minutes. It leverages Plaid Link for the connection process.
- Admin Dashboard: The dashboard allows administrators to invite clients to sign up and connect their bank accounts, view their financial information, such as historical transactions, bank account balances, and more, which is consistently updated. It also provides the ability to filter, sort, and export financial data to Excel and CSV formats.
- Client Dashboard: This dashboard allows clients to view their connected bank accounts, transactions, and assets summary. Additionally, they can manage their connected accounts by connecting more institutions or removing existing accounts.
- Email Notifications: Automated email notifications are sent to clients requesting them to connect their bank accounts, confirm their email address or when they need to relink their bank accounts.
Benefits
Humble Devs offers a number of benefits with every implementation.
Free of charge 2 months of project maintenance — Maintenance after project completion, including support, fixes, improvements and minor feature implementations.
Security and daily backups — Financial data will be securely stored in an encrypted PostgreSQL database on AWS, with daily backups (we can store backups on AWS S3 for additional safety).
Documentation and training — We maintain a very detailed documentation throughout the project development. The documentation would provide instructions for running and building the project locally as well as deploying and publishing changes to the production server.
Optional Features
The following features can be added to the platform at an additional cost.
- Email Alerts: Notifications sent to administrator when a transaction or bank account balance falls under or exceeds specified threshold amount assigned to a given user.
- Summary Reports: Weekly, monthly and yearly summary reports sent to administrators via email with a detailed breakdown of bank account balances and transaction history.
- Expense Analysis: Charts showing user spending by category, and a breakdown of their monthly expenses.
- Add Plaid Products: Leverage other Plaid products like Liabilities, Identity Verification or Transfers to comply with KYC regulations and process ACH, Real-Time Payments (RTP) and FedNow transfers.
- Custom Development: Request custom development to add features and functionalities that are not part of the standard platform, according to your specific requirements.
- SEO Optimization: Improve the platform visibility in search engines, and increase the quality and quantity of traffic.
Image Gallery
The following images are showcasing the application.
