Phoenix - Your AI AssistantPortfolio Access Manager
- Posted:
- Proposals: 6
- Remote
- #161725
- Awarded
Bangalore 
Description
Experience Level: Expert
we are looking for a Portfolio Access Manager for our website.
* a button on our website that says log in.
Customers to be able to login and have a read only access to their
portfolio of investments
* I will be responsible for managing all the customer’s data
*this goes to a page that has a log in and user name tab.
* Once the client has enetered correct username and password they will have a screen that has their details (name , address,) and under will be a break down of all the investments they hold for us. (Product, Project, Date, Price, Amount).
* all information is read only for client.
*All data to be manually uploaded by us
Regards
* a button on our website that says log in.
Customers to be able to login and have a read only access to their
portfolio of investments
* I will be responsible for managing all the customer’s data
*this goes to a page that has a log in and user name tab.
* Once the client has enetered correct username and password they will have a screen that has their details (name , address,) and under will be a break down of all the investments they hold for us. (Product, Project, Date, Price, Amount).
* all information is read only for client.
*All data to be manually uploaded by us
Regards
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