Developed Goal Planning & Investment Risk Simulations on force.com
The client is a small Wealth Management firm that uses Salesforce. It decided to implement basic risk assessment and goal planning function on Salesforce.
Salesforce does not have any risk assessment and goal planning functions or AppExchange applications.
Organized working sessions to flesh out requirements and mathematical models for capturing the investment risk profile attributes, computing investment risk profile and running Monte Carlo simulation for goal planning. Built the custom functionality for risk profiling and goal planning using visualforce and force.com.
- Now the advisors are able to do their client investment risk profile assessments on Salesforce which improves the experience for both client and advisors and also streamlines the client data capturing process.
- Saves time. The end clients can get access to the goal information through the Salesforce community site.