client relationship and reporting software

Cerrado Publicado Oct 13, 2015 Pagado a la entrega
Cerrado Pagado a la entrega

to provide reports and analysis of client portfolios and transcribe it into visual format, charts and graphs.

to monitor the performance of these portfolios and provide alerts

Finanzas Mercados financieros Búsqueda financiera SO Mac Arquitectura de software

Nº del proyecto: #8675866

Sobre el proyecto

9 propuestas Proyecto remoto Activo Nov 19, 2015

9 freelancers están ofertando un promedio de R8944 por este trabajo

KarrarRaza

Hi there. Thanks for the project. What if I could tell you, that the specifications you require can be prepared in Excel just the same as with any other software? What if I also say that due to Excel's well-verse Más

R7777 ZAR en 20 días
(14 comentarios)
4.3
hrobin

A proposal has not yet been provided

R11052 ZAR en 20 días
(0 comentarios)
0.0
kantadze

I have worked on many projects drafting analysis for customers, tenders and project related issues. Project you offer does not only require knowledge base of the subject but skills like attentiveness, right on time pos Más

R10000 ZAR en 20 días
(0 comentarios)
0.0
bernardbiyi

Richard Olabiyi Bernard AAT (Association of Accounting Technicians) ACCA (Association of Certified Chartered Accountants) ACA (Association of Chartered Accountants) My services are: 1. Financial Accounting Ser Más

R9998 ZAR en 4 días
(1 comentario)
0.0
siyavm

A proposal has not yet been provided

R8000 ZAR en 2 días
(0 comentarios)
0.0
gupta17anukriti

I have a good experience of working on excel and visual tools. I have deep interest in financial markets.

R8888 ZAR en 22 días
(0 comentarios)
0.0
geetikapandey

Hi, I have a strong background in financial reporting. I can prepare the required charts. Before committing, I would like to know an estimate of clients and required reports per client. Regards Geetika

R10000 ZAR en 10 días
(0 comentarios)
0.0
garytsang

MBA with 15 years of experience in the investment field. Currently an investment consultant and able to obtain daily/weekly/monthly investment outlooks from private bankers of major global investment banks therefore Más

R8750 ZAR en 20 días
(0 comentarios)
0.0
gwrobertson

As a business analyst in financial markets I'm around similar data consistently and believe I can deliver this with more understanding and efficiency than the other applicants. I'd make sure the data is analyzed and d Más

R8333 ZAR en 15 días
(0 comentarios)
0.0
SSTOTAV37B

You'd like someone who is attentive to visual formats and charts. Got it. I have real experience building legitimate companies and running solid teams, which is verified and I am willing to show you anything you nee Más

R8750 ZAR en 20 días
(0 comentarios)
0.0