How to Build Financial Planning Tool on Webflow, Wized, and Xano
A financial planning tool helps users set financial goals, plan for retirement, and track investments. Using Webflow, Wized, and Xano, you can create a platform where users manage budgets, savings goals, and financial forecasts.
User Flow and Project Scope
To kick things off, we need to set a clear scope and requirements. I recommend creating a user flow that maps out the main app functions and core business logic. This way, we’re clear on the size and complexity of the project from the start.
After defining the flow, we’ll compile everything into a Product Requirements Document (PRD). This document will outline what’s included in the first version and what isn’t, so we stay aligned and keep things moving smoothly.
Typical users for your Financial Planning Tool
Individuals: Set financial goals and track investments.
Financial Advisors: Provide guidance.
Admins: Ensure data security and platform usability.
Main user flows for your Financial Planning Tool
Goal Setting: Users set financial and savings goals.
Budgeting: Users track income, expenses, and savings.
Forecasting: Provides insights into future financial scenarios.
Advisor Dashboard: Financial advisors review user goals, provide recommendations, and monitor progress.
Messaging System: Connects users with advisors for financial advice.
Admin Dashboard: Monitors financial data, user activity, and advisor interactions.
Reports: Provides insights into user goals and budgeting trends.
Database Structure on Xano
To build an efficient and scalable Financial Planning Tool, we’ll design a flexible database structure on Xano. Even if not all features are in the initial version, this structure will make it easier to expand and adapt as the app grows.
UX & UI Design
Frontend Development in Webflow
Webflow gives us a powerful platform for frontend development, allowing us to achieve pixel-perfect design and faster results compared to traditional development methods. Using Webflow’s visual editor for HTML and CSS, we’ll speed up the build process while maintaining flexibility.
API and Logic Creation in Xano
Once the planning is complete, or even alongside frontend development, we’ll build the app’s core logic in Xano. Here, we’ll create the APIs to connect the backend with the frontend securely. Xano’s visual interface supports everything from database management to API creation and server-side logic, so we can handle complex workflows as needed.
Connect Frontend and Backend with Wized
Wized allows us to bring all the business logic, workflows, and APIs created in Xano into the Webflow frontend. Wized supports both visual JavaScript development and custom code if needed, giving us flexibility to include standard JavaScript libraries and meet specific requirements.
Quality Assurance Process
Quality assurance is essential to make sure everything works perfectly before launch. Our team will do thorough testing, and I encourage you to participate in the review as well. This way, we can ensure the app meets your expectations and provides a smooth experience for your users.
Conclusion
Creating Financial Planning Tool involves more than just putting features together—it’s about building something scalable, efficient, and secure. By following this structured development process and using tools like Webflow, Wized, and Xano, we’ll have a strong foundation. Working with experienced professionals and prioritizing QA will ensure the app’s success. Check out our case studies to see similar projects we’ve brought to life and what’s possible for your vision.
