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WealthVault

WealthVault is a contact management application designed for financial advisors to efficiently store and manage client information.

Overview

WealthVault is based on AddressBook Level 3 (AB3) and follows object-oriented programming (OOP) principles. It provides a well-structured codebase (~6 KLoC), making it suitable for both learning and real-world contact management applications.

Features

  • Client Database: Store and manage client contact details.

  • Tagging System: Categorize clients based on financial needs or investment preferences.

  • Search and Filter: Quickly find clients using name, tags, or custom filters.

  • User-Friendly Interface: Desktop-based application with an intuitive UI.

  • This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.

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  • Java 98.5%
  • CSS 1.5%