Developing a Comprehensive Financial Platform with Custom Plugins and User Dashboard
Built a feature-rich financial platform from scratch, including a custom finance calculator tool, user dashboard, and subscription management system. Developed multiple custom WordPress plugins for enhanced functionality and overcame the language barrier by delivering the entire system in Italian.
Client Information
Client
A financial services platform
Industry
Financial Services
Location
Rea, Italy
The Problem They Faced
Needed a robust financial platform with a customized finance calculator to generate detailed reports and improve user experience.
Required a user-friendly dashboard for managing registrations, logins, and activity tracking, including report downloads.
Desired a subscription system with role-based access and flexible payment options.
The entire system had to be delivered in Italian, adding complexity to communication and development.
Why They Chose Me
My Approach
Custom Plugin Development
Built a WordPress plugin to create a dynamic finance calculator tailored to the client’s requirements.
Enabled the tool to generate detailed calculation reports in downloadable PDF format with branded designs.
Integration with User Dashboard
Configured the system to store generated reports in user accounts for easy access and future downloads.
User Management Features
Created a secure user registration and login system with role-based permissions.
Developed features for liking/unliking pages and tracking engagement activity.
Dashboard Integration
Designed a personalized user dashboard displaying reports, subscriptions, and recent activities.
Custom Subscription System
Designed a flexible subscription model with options for monthly and yearly plans.
Integrated automated invoicing and renewal notifications to simplify payment management.
Payment Gateway Integration
Added PayPal and Stripe payment gateways to handle secure transactions seamlessly.
Addressing the Language Barrier
Worked closely with the client to translate and validate all content and functionality in Italian.
Used multilingual tools and iterative feedback to ensure system accuracy and usability.
Efficient Plugin Design
Developed lightweight plugins to minimize server load and ensure fast response times.
Database Optimization
Designed an optimized database schema for managing user data, subscriptions, and reports efficiently.
Results
Challenges & Solutions
Developing a system in a language I didn’t understand
Used translation tools and maintained frequent communication with the client to ensure accuracy.
Supporting multiple subscription plans with secure payment handling
Integrated trusted payment gateways and automated subscription management tools.
Managing user-generated reports efficiently
Designed a robust system for generating and storing reports with minimal server overhead.
Suman exceeded our expectations with this project. He not only delivered a system tailored to our needs but also overcame language barriers with patience and professionalism. The platform is intuitive, efficient, and has transformed how we serve our clients. Highly recommended!