The mobile user interface should display:
(1) client profile, drill down by name :
ability to enter & see notes per categories:
-personal
-financial planning
-investment planning
-tax & estate planning
-AI generated plans (personal, financial plan, investment plan, tax & estate plan) with info from user entered notes above + financial strategies data we inputted into ChatGPT
(2) ask AI questions (regarding finance & client data)
Budget: $1,500
Posted On: March 05, 2024 06:13 UTC
Category: Mobile App Development
Skills:Android, iOS, Artificial Intelligence, Mobile App Development, Smartphone
Country: Canada
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