We want a wealth management portal using Wordpress and gravity form where user can register/login.
On registration user will be send a verification email. Once verified user will be able to access website.
In this first user will accept our terms and conditions and then will be taken to multi page form where he will be asked several questions. An algorithm will be provided which will allocate credit score to users when they fill this form.
If the user leaves form in between he should be able to continue from where he left
If the user has not completed the fact finder form they an auto generated email should be sent to him at regular intervals of 1 week, 2 week and so on.
On completion a PDF report should be generated and user should be allowed to download it or send it on email.
Little more details will be provided to alloted candidate