Web site build

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  • Proposals: 2
  • Remote
  • #34976
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Ilian N.Jason T. have already sent a proposal.
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Description

Experience Level: Intermediate
I am looking for a new application to add onto my existing web site, currently my site offers the facility for UK investors to buy investment funds online at a discount, the new application is for overseas investors to buy offshore mutual funds online at a discount:

I want the look and feel to be the same as my exiting site and will be added as a new link to my existing site, and it needs the following functionality:
1. Provide a secure log in section with a form to capture user info when they register, name address D.O.B. contact phone and email etc, and put this data into a database that I can access.
2. Pre populates a paper application from data captured from a form on the web site, and fund data that the investor will sign and sent to us.
3. Pull data in to Provide fund fact sheets like my existing site /factsheets.aspx?mex=CUHIP for each fund from Financial Express.
4. Link to a third parties FTP server to provide online valuations in different currencies (JPY/GBP/USD/EUR/CHF) Client will choose valuation currently.
5. Enable user to action fund buys and fund Switches by generating an email to action this. This will appear automated by the user but will send us and email for us to manually action it.
6. Display a list of funds with discounts ETC this list of funds will need to be pulled in approximately 3000 funds from a list which I will provide.
This is the basic structure of the work, there may be additional parts I require but I do not anticipate that they will be large.

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