An individual in his 30s, struggled with his finances. He had multiple sources of income, investments, and loans but lacked clarity on his overall financial health. He wanted to understand his spending habits, set savings goals, and optimize his investments.
We developed a comprehensive dashboard that integrated data from bank accounts, credit cards, investments, and loans; tracked monthly expenses; categorized spending; highlighted unnecessary expenditure; provided real-time investment updates; and set financial goals with visual tracking.
The client gained clarity on his finances, reduced extraneous expenses by 25%, realigned his investment portfolio, and is on track to achieve his savings goals 6 months earlier than expected.