Fintech Application RFP Generator

Project Title

Project Budget

Project Timeline

Project Features

Department

Select in what business areas your project operates:

Back Office

Middle Office

Front Office

Other ..

Business Functions

Manage information about financial accounts (Funds, Counterparties, Traders, Customers, etc.)

Invoicing

Payment / Treasury / Cash management

Processing of payments, setting up reminders, etc.

Loan management

Servicing of loan, pay off quotes, collections, etc.

Portfolio management / General ledger system

Bookkeeping of financial records (Accounts Payable, Accounts Receivable, etc.)

Investment management

Risk management

The forecasting and evaluation of financial risks along with identifying procedures to avoid or minimize their impact

Reconciliation

Reconciliation of trades, positions, prices, etc.

Tax calculation

Other ..

Data Management

Internal data services

Integration of your internal systems, data sharing

Third-party integrations

Integration with external data sources (Bloomberg, WSO, RiskMetrics, etc.)

Data warehousing

Centralization of data, gold copy of redundant data

Data reconciliation

Reconcile data between accounts

Other ..

Business Intelligence

Collecting data from customer actions for analysis

Reports

Building your ad-hoc reports to structure data in a way that your users can quickly consume and understand it

Dashboards

Creating dynamic dashboards with ability to drill down into details

Interactive data analysis

Slicing and dicing data in order to gain meaningful insight

Profit tracking

Analyzing performance of your accounts

Profit forecast

Projecting financial performance of your accounts

Other ..

Financial reports

Ensuring accuracy of your tax, financing or investing activities

Profit tracking

Providing a business with a picture of its overall financial health and an overview of how it is using its financial resources. With profit tracking (profitability analysis), an organization has visibility into where most of its profits come from

Profit forecast

Forecasting an organization’s return on investment (ROI) from all channels based on historical sales and expense data

General ledger / trial balance

Creating accounting reports that list the closing balances of the general ledger accounts

Financial statements

Creating reports that convey the business activities and the financial performance of a company

Regulatory and Compliance Reporting

Other ..

Third-party integrations

Payment systems

SWIFT, PayPal, Venmo, etc

Data feeds

ERP

CRM

Authentication services

Reporting modules

Other ..

Regulations and Compliance

FISMA

The U.S. Congress passed the Federal Information Security Management Act (FISMA) in 2002. It requires federal agencies to implement information security plans to protect sensitive data.

GLBA

The Gramm-Leach-Bliley Act requires financial institutions–companies that offer consumers financial products or services like loans or financial or investment advice, or insurance–to explain their information-sharing practices to their customers and to safeguard sensitive data.

HIPAA

HIPAA laws require that people’s health records stay private. You may file a complaint with OCR if you feel your rights have been violated under HIPAA rules.

PCI DSS

The Payment Card Industry (PCI) standards for the safety of cardholder.

SOX

The Sarbanes Oxley Act requires all financial reports to include an internal controls report. This shows that a company’s financial data are accurate (within 5% variance) and adequate controls are in place to safeguard financial data.

Other ..

Role and User Management

Internal users

Customers

Brokers, Traders, Counterparties, Vendors

Role hierarchy

Administrators

Other ..

Clouds & Hosting

Amazon Web Services

Amazon Simple Notification Service (SNS)Pub/sub, SMS, email, and mobile push notifications. Amazon Simple Queue Service (SQS) Managed message queues. Amazon Simple Storage Service (S3)Scalable storage in the cloud. AWS AppSyncPower your apps with the right data from many sources, at scale.

Google Cloud Platform

Meet your business challenges head on with cloud computing services from Google, including data management, hybrid and multi-cloud, and AI & ML.

Microsoft Azure

Invent with purpose, realize cost savings and make your organization more efficient with Microsoft Azure’s open and flexible cloud computing platform.

Alibaba Cloud

Oracle Cloud

Cisco Cloud

IBM Cloud

Digital Ocean

On-premise

Other ..

Supported Environments

Desktop Windows

Desktop macOS

Desktop Linux

Desktop Unix

Mobile iOS

iPhone X/Xr, iPhone 11/11 Pro, iPhone 12/12 Pro, iPhone SE

Mobile Android

Tablet iOS/iPadOS

Tablet Android

Watch iOS

Watch Android

Custom devices

Other ..

Fintech RFP generator for application development

Project Features

Department

Business Functions

Data Management

Business Intelligence

Financial reports

Third-party integrations

Regulations and Compliance

Role and User Management

Clouds & Hosting

Supported Environments