Access Database for Client Fee Tracking
Budget: $30 – $250 AUD
I'm seeking an expert in Microsoft Access to create a database that will help track client fees, manage contracts, and generate reports.
Key Requirements:
- The database needs to store comprehensive information about each client, including:
- Client contact details
- Contract details
- Financial adviser details
- The database must be able to generate various reports, such as:
- Outstanding contracts
- Signed contracts
- Fees per financial adviser
- For fee management, the database should accommodate features for:
- Annual fee increases
- Generating fee comparison letters (using a provided Word template)
- Producing graphical reports
The ideal candidate should have extensive experience with Microsoft Access, database creation, and report generation. Strong attention to detail is essential. Knowledge of tracking systems for financial services would be a plus. The end goal is to have a user-friendly database that streamlines our fee tracking and contract management processes.
Key Requirements:
- The database needs to store comprehensive information about each client, including:
- Client contact details
- Contract details
- Financial adviser details
- The database must be able to generate various reports, such as:
- Outstanding contracts
- Signed contracts
- Fees per financial adviser
- For fee management, the database should accommodate features for:
- Annual fee increases
- Generating fee comparison letters (using a provided Word template)
- Producing graphical reports
The ideal candidate should have extensive experience with Microsoft Access, database creation, and report generation. Strong attention to detail is essential. Knowledge of tracking systems for financial services would be a plus. The end goal is to have a user-friendly database that streamlines our fee tracking and contract management processes.