client relationship and reporting software

已关闭 已发布的 Oct 13, 2015 货到付款
已关闭 货到付款

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

财务 金融市场 金融研究 Mac 操作系统 软件构架

项目ID: #8675866

关于项目

9个方案 远程项目 活跃的Nov 19, 2015

有9名威客正在参与此工作的竞标,均价R8944/小时

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 更多

R7777 ZAR 在20天内
(14条评论)
4.3
hrobin

A proposal has not yet been provided

R11052 ZAR 在20天内
(0条评论)
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 更多

R10000 ZAR 在20天内
(0条评论)
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 更多

R9998 ZAR 在4天内
(1条评论)
0.0
siyavm

A proposal has not yet been provided

R8000 ZAR 在2天内
(0条评论)
0.0
gupta17anukriti

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

R8888 ZAR 在22天内
(0条评论)
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 在10天内
(0条评论)
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 更多

R8750 ZAR 在20天内
(0条评论)
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 更多

R8333 ZAR 在15天内
(0条评论)
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 更多

R8750 ZAR 在20天内
(0条评论)
0.0