Retirement planning analytics dashboard for startups

A real-time analytics dashboard giving startups clear visibility into retirement planning, with reports, alerts and simple forecasts.

Target audience

Startups

Problem solved

Startups waste hours every week on retirement planning due to manual processes and scattered tools.

Solution

Launch as a lean web app using Mobile wallets, Banking APIs and Dashboards, starting with one core workflow done exceptionally well.

Technologies

Mobile wallets, Banking APIs, Dashboards

Monetization

Transaction fees; Subscriptions

Challenges

Cybersecurity; State Bank regulations

Improvements

Offer WhatsApp-based onboarding and support for non-technical users.; Create a referral program that rewards users for inviting others.