Making confident financial decisions for retirement, home buying, and college savings endeavours.
Planwell is an advanced web-based tool designed in collaboration with DEVtrust to revolutionize personal financial planning by transforming traditional Excel-based spreadsheets into an intuitive and accessible format. It offers three distinct calculators, Retirement, Home, and College Savings, each tailored to provide personalized recommendations swiftly and efficiently, catering to individuals at various stages of life and financial planning.
Here are the challenges we encountered while developing the application.
Many individuals find traditional retirement planning tools complex and difficult to navigate, often requiring extensive financial knowledge and time consuming data entry.
Existing tools, particularly Excel spreadsheets, may not be easily accessible across different devices or to users with varying levels of technical proficiency.
Users often struggle to visualize the impact of different financial decisions on their retirement, home buying, or college savings goals without robust ‘what-if’ analysis capabilities.
Traditional calculators often lack real-time updates and interactive features, making it challenging for users to adjust their plans dynamically based on changing financial circumstances.
DEVtrust implemented a comprehensive solution to address these challenges
Planwell provides a user-friendly interface that simplifies the input of financial data and offers clear, actionable recommendations for retirement planning, home affordability, and college savings.
Designed as a web-based tool, Planwell ensures accessibility across various devices, allowing users to manage their financial planning on-the-go without restrictions.
The tool incorporates advanced 'what-if' analysis features, enabling users to adjust variables such as income, savings, and retirement goals in real-time to instantly see the impact on their financial plans.
Planwell generates interactive graphs and PDF reports that visually depict savings progress, investment strategies, and future financial projections, enhancing users' understanding and decision-making process.
The platform enabled swift, personalized financial planning with real-time insights, helping users make informed decisions quickly and confidently. Improved accessibility and interactive features significantly boosted engagement and user satisfaction across diverse audiences.
To revolutionize personal financial planning
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