Paraplanning Data Base workflow

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.

Habilidades: Microsoft Access

Veja mais: performance improvement plan, microsoft email for business, how to write a performance report, how to write a business plan for a small business, how to set up a business plan for a small business, how to do business plan for small business, data that can be graphed, company that write business plans, business plan cost to write, actual business plan, 5 year financial plan, microsoft workflow, microsoft small business, how to write a financial plan, people who write business plans, how can i write a business plan, good financial planning, financial plan small business, business plan fee, workflow microsoft, paraplanner, microsoft access for business, it base company, financial planning, financial planning company

Acerca do Empregador:
( 1 comentário ) fitzgibbon, Australia

ID do Projeto: #5142881

Concedido a:


Hi, Having more than 12 years of experience in development.I have given so many similar type of [login to view URL] you can track customer [login to view URL] them emails etc. I am 101% confident for this project. I ha Mais

$163 AUD em 10 dias
(15 Comentários)

12 freelancers estão ofertando em média $176 para esse trabalho


My proposal for you 1. Create MS Access database where you can store your advisor details ---- add/edit/delete advisor details. 2. create paraplanner details --- add/edit/delete paraplanners 3. plan submissio Mais

$144 AUD in 10 dias
(183 Comentários)

Hi, I will be happy to discuss further with you on this. Let me introduce myself as an expert in MS Access programming. I have worked extensively on MS Access 97,2000, 2003, 2007,2010 projects both big and small Mais

$300 AUD in 15 dias
(53 Comentários)

Dear, I am Access automation Expert since 11years. I am used to develop Planning Tool in Access, always oriented user friendly. Could you show me your planning source ? I will be available after development, as sup Mais

$147 AUD in 6 dias
(8 Comentários)

Ms Access programmer and database designer with 14+ years of progressive experience here.. I've worked with projects similar to your's before. Essentially what you need is a project managing and bill generation progra Mais

$155 AUD in 4 dias
(14 Comentários)

Hello i am expert in MS ACCESS and i can help you with good quality. i have done similar project. at your disposal for more informations. regards.

$210 AUD in 10 dias
(2 Comentários)

Hi, My employers has rated my work for Access project with 5 stars rating. I think that I will do a good work for you also. Do you want same quality for your project? I guarantee that the job will satisface all yo Mais

$150 AUD in 5 dias
(3 Comentários)

Hi, I am interested in this job. I can develop this application for you. I have 13 years of experience. If interested in hiring me then please let me know so that we can finalize the scope of the application, the tim Mais

$100 AUD in 10 dias
(2 Comentários)

Hello, I'm interested in your posting. I'd be willing to work on a mock up if you supplied your email in a message. Sending Access files through the Freelance message box is tough. I can also send some samp Mais

$250 AUD in 10 dias
(1 Comentário)

Thanks for the opportunity to bid your project. I have read and understand your requirements. I propose to supply a database solution using Ms Access 2007 in a time period not exceeding 10 days from the date of acc Mais

$250 AUD in 10 dias
(0 Comentários)

Sir/Madam, This is to signify my interest to bid on the project you posted. I am an Access Developer/Independent Contractor from the Philippines and I do freelance work developing Custom Access Solutions for compani Mais

$166 AUD in 10 dias
(0 Comentários)

i can able to work on your assignment as per your bid requirement , and i will be available online through skype 24/7 Mais

$66 AUD in 2 dias
(0 Comentários)

Hi, I am Suresh from bangalore having experience in IT of 9.5 yrs. Started as developement in VBA and now working as Sr. Test Lead. Have build project using Ms Exce and Ms Access with VBA for hp company. Having de Mais

$155 AUD in 10 dias
(0 Comentários)