B

Inheritance Asset Overview Dashboard

3.05

Derivation Chain

Step 1 Digital inheritance and asset organization
→
Step 2 Consolidated view of scattered asset holdings

Problem

When a 60-year-old head of household tries to get a full picture of assets spread across 4 banks, 2 brokerages, 5 insurance policies, and 3 properties, they must log into or visit each institution individually, taking 2-3 days to compile everything. There's no unified format to share with family, leading to 'hidden asset' problems where surviving family members can't locate assets after the owner's passing. The Financial Supervisory Service's integrated account lookup is restricted to the account holder only and excludes insurance and Real Estate.

Solution

Users manually enter their financial, insurance, and Real Estate assets by category on the web, and the tool consolidates everything into a single-page dashboard. It shows each asset's valuation, maturity, and returns at a glance, and generates a 'family summary PDF' for sharing. Users can set alerts for asset changes, and the tool provides a simplified inheritance tax simulation with applicable deductions.

Target: Ages 55-65, with diversified asset holdings (financial + Real Estate + insurance), needing to share asset overview with spouse and adult children
Revenue Model: Up to 10 assets registered free; unlimited registration + inheritance tax simulation at $3.70/month; family sharing PDF at $1.50 per transaction
Ecosystem Role: Infrastructure
MVP Estimate: 2_weeks

NUMR-V Scores

N Novelty
2.0/5
U Urgency
3.0/5
M Market
3.0/5
R Realizability
4.0/5
V Validation
3.0/5
NUMR-V Scoring System
N Novelty1-5How uncommon the service is in market context.
U Urgency1-5How urgently users need this problem solved now.
M Market1-5Market size and growth potential from proxy indicators.
R Realizability1-5Buildability for a small team with realistic constraints.
V Validation1-5Validation signal quality from competition and demand data.
Each dimension is scored 1-5 and weighted into grade S/A/B/C/D.
SaaS N=.15 U=.20 M=.15 R=.30 V=.20 Senior N=.25 U=.25 M=.05 R=.30 V=.15

Feasibility (70%)

Tech Complexity
29.3/40
Data Availability
20.8/25
MVP Timeline
20.0/20
API Bonus
0.0/15
Feasibility Breakdown
Tech Complexity/ 40Difficulty of core implementation stack.
Data Availability/ 25Practical availability and cost of required data.
MVP Timeline/ 20Expected time to ship a usable MVP.
API Bonus/ 15Bonus for viable public API leverage.
Total 100 points; below 50% is filtered out.

Market Validation (51/100)

Competition
8.0/20
Market Demand
6.2/20
Timing
14.0/20
Revenue Signals
7.5/15
Pick-Axe Fit
10.5/15
Solo Buildability
5.0/10
Validation Breakdown
Competition/ 20Signal quality from competitor landscape.
Market Demand/ 20Demand proxies from search and mention patterns.
Timing/ 20Fit with current shifts in tech, behavior, and regulation.
Revenue Signals/ 15Reference evidence for monetization viability.
Pick-Axe Fit/ 15How well the concept serves participants in a trend.
Solo Buildability/ 10Practicality for lean-team implementation.
Total 100 points; below 50 is filtered out.

Technical Requirements

Frontend [medium] Backend [medium] Infrastructure [low]
Dashboard