Access Developer
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Post a project like this£3.5k(approx. $4.3k)
- Posted:
- Proposals: 18
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- #92621
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Description
Experience Level: Expert
Create a database to store investor details by entity for a financial services company, with a number of cross reference tables. Facility should utilise master records to create transactions at investor level. In addition, calculations are run based on investment by investor. We are looking to automate the calculations as everything is maintained in excel and there are frequent inconsistencies. Mail merges are done to produce standard statements, notices to invester using excel info. We would like be able to run these and save them down in pdf for any period or date. Currently done either in word or via mail merge
Multi user functionality to be stored on our server with ability to run for multiple funds.
Ideally local as I would like to interact personally.
Multi user functionality to be stored on our server with ability to run for multiple funds.
Ideally local as I would like to interact personally.
Kamlan N.
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Last project
4 May 2024
United Kingdom
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