Intelligent, Auto Recommendations Fueling Smarter Investments

Solutions We Offered

Capital Numbers began weaving together the components of this investment recommendation app step-by-step. We started with digital verifications, ensuring that every user entering the platform was authenticated. Once verified, users could connect their financial accounts and portfolios via Plaid integration and add custom inputs highlighting financial preferences.

Behind the scenes, we engineered powerful algorithms that analyze users’ financial preferences, portfolios, and accounts to generate sophisticated recommendation templates. These algorithms evaluate user preferences and bank accounts to deliver personalized, data-driven investment insights.

We ensured these algorithms are intelligent systems that assess each user’s financial profile and identify high-yield opportunities while discerning subtle patterns in financial data. Some algorithms evaluate tax implications across diverse investment options, providing recommendations that optimize user portfolios and reduce liabilities. We ensured that the complex calculations and logic powering these algorithms translated into clear recommendation templates for cautious users.

We brought recommendation templates to life by transforming them into polished, easy-to-read PDF documents, ensuring the content is locked and cannot be edited. We then ensured these PDFs were uploaded to DocuSign, where we added signature fields for respective parties to sign for approvals - turning plans into actionable commitments with just a few clicks. We also added powerful reporting tools highlighting portfolio summaries, tax implications, transactions, and compliance information, making the app even more transformative.

The workflow became a blend of security and precision powered by modular APIs that other financial entities could also use. Offering the same streamlined experience and powered by advanced encryption and tokenization, we ensured the APIs were adaptable and secure enough to be sold as standalone modules, turning this app into a product with exponential reach.

The final product, powered by Laravel, PHP, MySQL, HTML, and jQuery, is an intelligent platform hosted in AWS: users can log in and verify their identity, connect their financial data through Plaid, receive customized investment recommendations, sign agreements digitally, and download comprehensive reports - all in one smooth journey.