The  Retirement Valuator Tool transforms broker workflow by replacing outdated Excel files with a centralized web platform. Integrated within the existing Broker Portal, this application ensures accurate retirement calculations, enables centralised report management, and eliminates version-control issues. The solution features React.js frontend components, LINX low-code backend processing, and SmartReport template management, delivering significant adoption with 629 reports generated by 340 brokers in just three weeks.

Web-based retirement valuator replaces outdated Excel tool for financial brokers

A bespoke web application transforms a major insurance investment broker experience by replacing manual Excel-based reporting with a centralized, cloud-based solution. This broker-facing platform ensures consistent use of the latest calculation models while streamlining report generation for prospective and existing client investment scenarios.

‍

Core Functionality

The Retirement Valuator Tool delivers comprehensive reporting capabilities:

1. Centralized web-based report generation accessible through the Broker Portal
2. Real-time execution of investment calculations with the latest models
3. Unified report history and document management
4. Secure broker authentication through existing portal credentials
5. PDF report downloads for client presentations

‍

Technical Information & Development

The solution employs a modern architectural approach:

• React.js frontend conforming to Discovery UI standards
• RESTful API connectivity between components
• LINX low-code backend application for business logic
• SmartReport integration for template management
• Microsoft SQL Server database for report data persistence
• Kubernetes containerization for scalable deployment
• CI/CD pipeline integration for streamlined updates

The implementation was completed in 8 months as Digiata's first project for the newly-established department.

‍

Business Impact

This broker tool delivers significant operational benefits:

• Elimination of version control issues with Excel-based calculators
• Improved consistency in client-facing investment projections
• Reduced support queries related to outdated calculation models
• Enhanced broker experience through familiar portal integration
• Centralized report history for compliance and record-keeping
• Significant adoption with 629 reports generated in initial 3 weeks
• Broad reach with 340 brokers actively using the platform

This specialised application demonstrates commitment to broker enablement while ensuring consistency across retirement investment calculations for the Insurer's investment clients.

‍