Financial advisors are increasingly dependent on the digital tools they use to serve their clients. These tools cover a comprehensive domain from portfolio management to client onboarding systems. We developed Merit Engine to explore a new field of financial advising software. Merit Engine offers advisors a method of crafting and visualizing hypothetical investment strategies. This delivers advisors the ability to determine what strategy best fits their clients based on real data visualizations.
Faculty Mentor: Huseyin Ergin
Computer Science
Undergraduate