Design and Develop an AI-powered Financial Management Application in place of a Legacy Financial Planning Tool

Legacy Financial Canada Inc., the partner organization of this project, is a Toronto based financial planning and services firm incorporated in 2014. The company offers holistic comprehensive financial plans, services, and advice to reach the financial goals of their clients. Its uniquely customized solutions and services, taking a more distinct shape around the diverse needs of individuals, families, business owners, organizations, and charities and help them to build, protect and efficiently manage their wealth.
During the pandemic time, financial advisors face new challenges in managing workflow, and in communicating with colleagues and clients seamlessly[6]. Moreover, currently there is no system that takes input from client and advisor together and gives instant financial advice to the client. Legacy Financial will collaborate with WITMACH to develop an Artificial Intelligence (AI)-powered application on top of their existing financial planning tool to meet these challenges.
Through such collaborative intelligence, the company will be able to find a unique value proposition and to provide enhanced client service that meet their needs and expectations in developing adequate financial/investment straggles in today’s complex economy.

Faculty Supervisor:

Purnima Tyagi;Salima Amlani

Student:

Partner:

Legacy Financial

Discipline:

Computer science

Sector:

Finance and Insurance

University:

Centennial College of Applied Arts and Technology

Program: