1. Cloud based application. (preferably all based on Linux).
2. Application must be easily transferable to a cloud service provider (eg Amazon, Microsoft, Google)
3. All data should be stored within a database (preferably opensource e.g. MySQL) this included scanned documents, MS Word, Excel, PDF etc.
a. Version history of documents to be kept. (This should be customizable e.g. in master data)
4. Secure logins (Two factor authentication) with options to set authorizations per user, by e.g. Super user.
5. Must Cater for numerous users and companies. (Interface e.g. logo, letterheads etc should be customizable per company)
6. Users to only see own data/clients with managers, regional managers, top management to see all data. (Must be customizable – e.g. within database).
7. User interface must make use of Wizards to add new data and have the option to upload data manually.
1. Keep track of clients last will and testimony.(More than one client could possible have the same last will and testament – E.g. husband and wife could original have a joint will , but later have separate wills)
2. Generate last will and testimony according to selection made with the ability to adjust per client and save those adjustments. (Pre-determined will clauses).
3. Keep track of all assets and liabilities for each client.
4. Link clients to financial planners
5. Link Financial planners to companies providing Financial planning.
6. Keep track of the management of a deceased estate with pre-defined (customizable steps and timeframe)
a. Able to generate liquidation accounts, modifiable in excel
b. Keeping diary notes per estate with notifications
7. Workflow to approve the release of documents and payments.
22 freelanceri licitează în medie 1392$ pentru acest proiect
Hello there We are top quality full-stack developers and we are ready to work on this project, we use Version Control Systems, Staging Servers, Team Slack Channel and Task Management Tool We are working on hourly Mai multe
Hi, after reading all the points, I could conclude that the platform is going to have a financial and legal workflow management system. Please explain the process from the login and registration because all the feat Mai multe
Hi, I have extensive experience working on custom CMS/web applications in PHP/MySQL. I'll be happy to help you out. Cheers.
Hi there, I've gone through the post description carefully and ready to start work on this project. Requirements are very clear but please come over the chat so that i can get more requirements if remaining. I am Mai multe
Honorable Senior. How are you? I have experiences more than 7+ years in developing Laravel, node.js, angular.js, react.js and Python Frameworks and React Native mobile apps too. - Laravel, WordPress, Codeigniter, Dja Mai multe
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My Portfolio: [login to view URL] I am an experienced senior web developer & graphic designer. I am quite handy on both front/backend. Please contact me to discuss more. I have more than 12 years of experience Mai multe
Dear Client, Thanks for providing opportunity to bid on the project I have 8+ years of experience in making site on php using myql from scrap. Some of the PHP sites are:- [login to view URL] http Mai multe
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Hi, I’ve carefully gone through your job post. I have more then 8+ years experience in Mobile app development.I am very much interested in your project with all of your requirements. I feel very confident on your pro Mai multe
Hi, nice to meet you. I read your project description and I am very interested in your project. I am a full stack developer who has 10+ years of experience. I will provide a high-quality product with the best Mai multe
Hello, I saw that you want Cloud Based Application. I am experienced developer and i can work closely on your idea. I am honest and dedicated developer. We can talk in details about your proejct plan and fix steps to Mai multe
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