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Introduction

Welcome Financial Advisors! 👋

Are you tired of juggling multiple client records and struggling to keep track of their preferences? FinClient is designed for tech-savvy financial advisors like you who prefer typing and need fast, efficient access to client details. 💡 With FinClient, managing hobbies, preferences, financial packages, and contact information has never been easier!

FinClient is a Command-Line Interface (CLI) application, or simply put, a typing-based application, that is built to help you manage your contacts and their financial details, while minimizing the time and effort spent on doing so! 🚀

main GUI

Figure 1: Main GUI of FinClient.

Example usages:

  • 📇 Adding and deleting contacts
  • ✏️ Editing your contacts' details
  • 🔍 Locating your contacts by tag/name
  • 🏢 Maintaining contact-specific details such as jobs and their workplaces
  • 📊 Sorting your contacts by name, networth, order prices and amounts
  • 🕵️‍♂️ Hiding and revealing contacts
  • 📈 Estimating Call Auction clearing prices simultaneously

Value Proposition

FinClient offers fast access to client details, simplifies the addition of new clients and their required data, and enables users to add notes to client contacts for tracking additional information. Designed for tech-savvy users, it is optimized for those who prefer the efficiency of a Command Line Interface (CLI).

Acknowledgment and Contribution

This project is part of the se-education.org initiative and is built upon a project called AB3 (AddressBook-3). To contribute code to the project, visit se-education.org for more information. Detailed documentation for the original project can be found on the Address Book Product Website.

Feedback

We value your input. Please share your thoughts or report issues via Github Issues or email us directly at [email protected].

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