This tool lets an IFA produce an MS Project style plan for an Corporate Pension Scheme operator and also illustrates the cost in advisor charges which each stage will incur.
I managed every aspect of this project from initial concept to final scope, estimate & wireframe, UX/UI design and application architecture. I built the tool template html with Bootstrap 3 and the functionality is bespoke Javascript, with the usual help from jQuery and some handy polyfills. The tool works on all desktop browser since MS IE8 and also plays well on mobile device.
THe application uses local storage to maintain any number of IFAs plans any of which can be edited or used to demo to prospective clients,