Summary: The Financial Advice Center (FAC) is a proof-of-concept prototype financial planning web application for the Chinese financial institution market. The FAC allows the viewer to create and print their own financial plan using the application's expert financial engines. The Financial Advice Center will help the viewer achieve some of life's most important financial goals. The viewer clicks on the tabs to create their own financial plan. When the viewer returns to the FAC dashboard the gauges and pie charts will be updated with their information.
The application consists of several modules: Financial Goals, Home Savings/Investment, Education, Retirbent, Other Savings, Investment and PDF Report. The Home Savings/Investment, Education, Retirement, Other Savings, Investment modules are enhanced financial calculators that the user can do "what if" scenarios. Once data is entered in one or more of the modules, the report module generates a pdf report summarizing the inputted information and provide investment advice in the form of recommended investments. The application state and financial data is stored in the browser's local storage allowing the viewer to stop and close the browser and return to the session at a later time.