Visual Trust manager and reporting

Job ID: 30644650

Budget: $25 – $75 USD

I would like a visual tool that produces an interactive "org chart" representation of series of interrelated entities called trusts. Each trust is represented by a single sheet in a master excel file. Each sheet contains a series of assets (cash, liquid, and illiquid investments), liabilities (taxes owed, and loans between trusts). The software tool would read the data from the master file and assemble a visual and interactive "master-org" chart from the data. Several visual reports (either click-through or data presented as one float over an org box) of data in the box (sheet data) or aggregate data in the entire chart. The inter-relationships between the trusts is also rule based on included in the individual Trust(sheet) data. In addition, 3-5 summary reports derived from the data would be available in the same tool.