Explainer: A B2B platform for financial services professionals to compare Fintech solutions by price, features and key business metrics, and then use this data to generate reports
Key Objectives:
Financial platforms can enter in details of their current features
Business Advisors can then access these details and compare the different features in order to evaluate the best platform for their clients
Business Advisors can then generate PDF reports of their analysis
Users
Financial Platforms
Business Advisors
Web App
$15,600 - 2 developers full time(Web, Backend)
$3,900 - Project Management & QA
$190 - 1 hour of design time per month
$250 - 1 hour of consulting
Total per month: $19,940
Summary
Month 1 - Setup, Onboarding
Month 2 - Platforms, Features
Month 3 - Platform Directory, Comparison
Month 4 - Reports
… and the rest in Backlog
Estimated pricing for MVP
4.5*31,640(4-month MVP + Launch and Testing) = $89,730
Note: There will be changes to pricing and feature breakdown once the actual design is available.
Month 1 - Setup, Onboarding
Web Setup
Web layouts, menus and navigation. This includes all headers.
Server Setup
Backend and server setup as well as a login system for the super administrator to access the Content Management System(CMS).
User Accounts & Onboarding(Financial Platforms, Business Advisors)
Login, Logout, Forgot Password, SignUp
Financial platforms need to be able to sign up and manage themselves within the web app, but the SuitabilityHub team also need access to this.
Email Verification &Service
The ability to send emails via the system and verify emails. By default we use Mandrill.
User Profile & Accounts(Financial Platforms, Business Advisors)
This includes edit info, about, account settings.
Terms of Service & Privacy Policy
Note: We will only set up the technical ability for you to add and manage these. You don't need to have them prepared yet.
Manage Business Advisors(Admin CMS)
Admins must be able to add, edit, and remove users.
Key Objectives:
Users
Month 1 - Setup, Onboarding