I run a small Financial Planning company and have recently started up a paraplanning business within it. Paraplanners are the people who write Financial Plans after being given the key information from financial advisers.
I would like a data base that will record:
* The name and details of the adviser who submitts the plan
* The type of plan they submit
* The date that they submit it
* The cost of the plan (which is a set fee depending on the type of plan submitted)
Different Plans take a paraplanner different amounts of time to do. But they can generally be estimated and take a standard amount of hours per plan. I would like to be able to print and email and estimated time that the plan will be ready for that particular adviser, remembering that there may be other plans in the que. I would also like to compare the estimated time to the actual amount of time that it took the paraplanner to complete.
At the end of the month I would like to be able to run a report showing how much each adviser has used the paraplanning service and how much they owe to the business as a fee. This can then be used to generate an invoice, and once paid, not show up on next months invoice. And if paid late a 5% fee.
A report to show the type of plans, the performance of the paraplanner(s), and revenue they delivered for the month. It would be good if this could be graphed to show the improvement over the year etc.