client relationship and reporting software

Closed Posted Oct 13, 2015 Paid on delivery
Closed Paid on delivery

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

Finance Financial Markets Financial Research Mac OS Software Architecture

Project ID: #8675866

About the project

9 proposals Remote project Active Nov 19, 2015

9 freelancers are bidding on average R8944 for this job

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 More

R7777 ZAR in 20 days
(14 Reviews)
4.3
hrobin

A proposal has not yet been provided

R11052 ZAR in 20 days
(0 Reviews)
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 More

R10000 ZAR in 20 days
(0 Reviews)
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 More

R9998 ZAR in 4 days
(1 Review)
0.0
siyavm

A proposal has not yet been provided

R8000 ZAR in 2 days
(0 Reviews)
0.0
gupta17anukriti

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

R8888 ZAR in 22 days
(0 Reviews)
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 in 10 days
(0 Reviews)
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 More

R8750 ZAR in 20 days
(0 Reviews)
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 More

R8333 ZAR in 15 days
(0 Reviews)
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 More

R8750 ZAR in 20 days
(0 Reviews)
0.0