Enterprise Solution
FinTrack CRM
Financial tracking platform with client portal, MMP dashboard, and admin CRM. Asset tracking, loan management, automated PDF report generation, SMS notification integration, and multi-level user access for financial advisors and their clients.
Built With:
Next.jsMongoDBGCPPayment GatewayPDF Generation
Portfolio₹48.2L
PDF reportSMS alert
Asset + Loan
tracking
Auto PDF
reports
SMS Alerts
notifications
Multi-Level
access
Core Features by User Role
Financial Management
- Asset tracking and portfolio management
- Loan management with amortization schedules
- Automated PDF report generation
- SMS notification integration for alerts
- Multi-level user access for advisors and clients
Client Portal
- Client dashboard with financial overview
- Document management and sharing
- Payment tracking and history
- Advisor communication channel
- Portfolio performance visualization
UI/UX Features
Clean financial dashboard with key metrics
Interactive portfolio charts and graphs
PDF report viewer and download interface
Mobile-responsive client portal
Technical Features
GCP deployment with cloud storage
Payment gateway integration
Automated PDF generation pipeline
SMS API integration for notifications
Key Highlights
✅Client portal with financial overview dashboards
✅Asset tracking and loan management
✅Automated PDF report generation
✅SMS notification integration
✅Multi-level access for advisors and clients
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