FINDvisor aims to streamline client management for financial advisors with a tool that organizes contact information. Furthermore, it aims to simplify organising meetings, and tracks client goals for better timeline planning—all in one clutter-free interface. While it has a GUI, most of the user interactions happen using a CLI (Command Line Interface).
For the detailed documentation of this project, see the FINDvisor Product Website.
This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.