Financial Planning System

Đã Đóng Đã đăng vào Jan 13, 2006 Thanh toán khi bàn giao
Đã Đóng Thanh toán khi bàn giao

This s/w is for an organization that provides financial planning for its customers. Info from customer like current assets, income, expenses, age, financial goals etc. are fed in to the system. Based on the responses to the questions, a risk profile of the cust is created. All this info is fed into a financial model (proprietary algorithm), which then provides the target asset allocation for the cust, i.e. % allocation in different asset classes. E.g. Depending upon all the parameters fed, the financial model can recommend say 20% to be allocated in equity, 40% in Bonds, etc.

The app must be available on internet. The customers will have limited access - only view their details and generate reports. Financial analysts will have access to add, del, edit the details of customers

The org has several branches in different cities. The app must take care of this & provide branchwise reporting. The data will be centralized so reporting should allow aggregation of all branches with drilldown facility. Should also provide graphical MIS reports like??"customer demographics, trend, % users in different risk categories, performance etc.

System must be capable of sending out reports by email to users. Users to be able to download reports online to their system in excel or text format.

System to have screens to feed in transactions of customers. E.g. $5000 spent on buying XYZ mutual fund, $10,000 invested in life insurance, etc. Customer to be able to view the transaction history and asset allocation chart.

The system must support 10,000 customers.

The following modules will be required ??" Login, User/Role setup, static data maintenance (asset category, location, fund houses etc), system configuration, customer info (personal, current assets, financial goals, etc), Risk profile, financial model, audit trail, email reports to customers, transaction details, graphical and MIS reports, home page.

## Deliverables

1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.

2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):

a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.

b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.

3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).

4) All Documentation related to the software

## Platform

Preferably in microsoft and .net but will consider other technology also.

Kĩ thuật MySQL PHP Kiến trúc phần mềm Kiểm tra phần mềm Web Hosting Quản lý website Thử nghiệm trang web

ID dự án: #3210177

Về dự án

37 đề xuất Dự án từ xa Jan 24, 2006 đang mở

37 freelancer chào giá trung bình$7791 cho công việc này

hits

See private message.

$4250 USD trong 100 ngày
(1007 Nhận xét)
9.0
atech0

See private message.

$12750 USD trong 100 ngày
(160 Nhận xét)
8.3
inetprograms

See private message.

$4250 USD trong 100 ngày
(154 Nhận xét)
8.0
edgetech

See private message.

$7650 USD trong 100 ngày
(46 Nhận xét)
8.0
adyzah

See private message.

$4250 USD trong 100 ngày
(91 Nhận xét)
7.3
asselsolutions

See private message.

$7905 USD trong 100 ngày
(65 Nhận xét)
7.1
acumensoftUK

See private message.

$4277.2 USD trong 100 ngày
(22 Nhận xét)
6.7
eye4tech

See private message.

$10625 USD trong 100 ngày
(41 Nhận xét)
7.0
edeveloper

See private message.

$10200 USD trong 100 ngày
(119 Nhận xét)
6.8
helvivw

See private message.

$4250 USD trong 100 ngày
(64 Nhận xét)
7.0
tradingsoftvw

See private message.

$6800 USD trong 100 ngày
(14 Nhận xét)
6.3
mabian

See private message.

$4250 USD trong 100 ngày
(32 Nhận xét)
5.6
semipixel

See private message.

$5950 USD trong 100 ngày
(12 Nhận xét)
5.0
SagarTejas

See private message.

$10200 USD trong 100 ngày
(24 Nhận xét)
5.4
bliss2000

See private message.

$4675 USD trong 100 ngày
(19 Nhận xét)
4.6
Matija

See private message.

$4250 USD trong 100 ngày
(41 Nhận xét)
4.5
dkumarlx

See private message.

$6375 USD trong 100 ngày
(2 Nhận xét)
5.2
mokshainfo

See private message.

$5100 USD trong 100 ngày
(4 Nhận xét)
3.9
agramontvw

See private message.

$4301 USD trong 100 ngày
(5 Nhận xét)
4.0
petercrowning

See private message.

$4250 USD trong 100 ngày
(1 Nhận xét)
3.5