hi I need a client database built for the web.
I need a system that will log into a third party webpage every two hours and download a csv file and then update the transaction file and new accounts openend.
It also need a manual input of the clients risk profile for trading shares which will be saved.
Each time the client is spoken to the client file needs to be updated and saved with a time stamp. Each transaction needs to have a system to say what advice was given at the time.
It will also take an overnight XML feed that will update the accounts opened and previous days transaction.
The system would then generate, save and email to the client a PDF file of the advice given which would then incorporate the clients risk profile and the advice given.
There would also be the need for a manual client update and a transaction update for clients and transactions that didnt come from one of the feeds.
this is the base system, the code we would remain with me and further modules would be added. It would required secure logons for five people but only two people to amend the client data.