Development Status
1. FirstRate WealthTech Company incorporated
2. Bank Account Process in WIP, hoping to complete by end of this week

Development Status
1. Core Dashboard - 10-May-2022 (End Date)
2. Report Builder - 5-May-2022 (End Date)
Issue & Enhancements Status
1. Issues - 2 (Open)
2. Enhancements - 23 (Open)

1. Licensing Revenue recognized
2. 3 Business Use Cases Delivered along with Strategic Data Model & Architecture

1. LOI has been signed and $20K have been realized
2. Draft version of SOW has been shared with Deborah
3. Contract signing ETA is April 2022
4. Updated Project plan has been shared with UI Labs Team

1. Master Agreement is signed
2. Statement of Work is Complete & Signed Off
3. Requirement Gathering is completed
4. Approach & design signed off by Client
5. Infrastructure setup completed

1. Aggregation & Reconciliation of multiple custodian data for Performance measurement
2. Expected volume of 10,000 accounts and 45 custodian
3. 45 custodians to be onboarded over a period of 3 years

1. KnowLedger is acting as an re-seller to our solution to their existing and prospective clients
2. Multisource aggregation & Reconciliation with multiple sources of input data

1. Development of a 3 Tier Reporting Engine through Core Dashboard 2.0
2. Project requires Key Highlights Commentary through Natural Language Text Generation
3. Development of 6 Customized Sub Reports that are not part of OnPoint Reporting

1. Estimated Project revenue to be $250K to $300K.
2. Contract Term - 3 years.

1. Internal project
2. Estimated daily count 5K accounts to be aggregated and reconciled along with special handling

1. Delivered Core 2.0 & Report Builder 2.0 in Client UAT
2. Replicated Bank of Hawaii Report Package & Theme for PDF Report as part of Release