mybusiness401k.com

Our client approached us with an idea for a financial planning application targeted towards accountants and their clients. The challenge was to take a complicated paper process and turn it into an easy, usable web application.

Contact

Phone: 1-(206)-905-8568
info@pugetworks.com

Notable Features

  • Seamless payment gateway integration
  • Web forms
  • Multiple-system integration
  • Streamlined business process
  • Content management
  • Document generation

Technology Used

  • Java
  • JSP
  • Secure online payment
  • Javascript
  • SSL
  • HTML
  • CSS
  • AJAX
  • MySQL
  • Web services

So what did we do?

We broke down the existing process into an intuitive online "wizard" that guides the financial planner through the process, and used our custom web application framework to implement it.

And the result?

What used to require multiple, redundant paper forms can now be accomplished by answering a few questions and submitting through a secure online gateway. It even handles payment. Financial planners who use mybusiness401k save time and increase revenue.

Screenshots

mb401k1m
mb401k2m