Wealth management on Access
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- Proposals: 3
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- #1904973
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Description
Experience Level: Intermediate
Hello
I want build a tool for our office.
What i need that tool will do? Let me see all the information of all our clients waelth in the shorter time.
How?
creat a platform that conatain all the information from all the bank account of our clinet, and we could anlyst it and creat reprorts and Dashboard from the information inside.
I have a skelton and some on point of view, but i need some expert help me achive it.
I want build a tool for our office.
What i need that tool will do? Let me see all the information of all our clients waelth in the shorter time.
How?
creat a platform that conatain all the information from all the bank account of our clinet, and we could anlyst it and creat reprorts and Dashboard from the information inside.
I have a skelton and some on point of view, but i need some expert help me achive it.
Menachem B.
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4 May 2024
United Kingdom
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