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Create a dashboard of my clients

$30-250 CAD

Closed
Posted over 9 years ago

$30-250 CAD

Paid on delivery
I need a dashboard where I can view my clients investments including their asset allocation. I need to compare the up to date asset allocation with their original asset allocation and notify me of their change in asset allocation. I would also like to be able to do a batch email to all clients that have had a specified change in their asset allocation in Outlook. Some restrictions... I can only upload the original asset allocation for one client at a time but I can bulk upload the up to date asset allocation for all clients at once. I'm using Office 2010 but I don't care if it's Java, Excel or Access.
Project ID: 6576747

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20 proposals
Remote project
Active 9 yrs ago

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20 freelancers are bidding on average $192 CAD for this job
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Hey, I am an expert in creating dashboards (mainly in Excel/Access) and have been highly rated and recommended for the quality I deliver. If I understand your requirement correctly, you need a way to store the Initial Asset Allocation (Policy Allocation) and then keep adding the point in time asset allocation details. If the point in time allocation has a deviation (based on specified criteria like say International Equity is 30% versus 20% as per policy), you need to be able to send an email to client from within the solution. Is my understanding correct in the correct direction so far? I can create an excel/access based system that will store data appropriately. You will have to click one or more buttons to import the data, do the calculations and generate an allocation change report. Based on that report, you would be able to send email to clients (in a specified format) through outlook on click of a button. Does that sound interesting? Please let me know and we may discuss the details. Look forward to hear from you. Thanks and Regards, Shikha (Automyze Consulting)
$277 CAD in 5 days
5.0 (201 reviews)
6.8
6.8
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A proposal has not yet been provided
$333 CAD in 7 days
5.0 (105 reviews)
6.3
6.3
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Hi, I intend to build the dashboard using Excel and macros built into this Excel. The macro will help you to upload the original asset allocation one at a time and bulk upload of asset allocation for all clients at one go. I can also build this using MS Access, if you have any preference between Excel and MS Access. I have more than 10 years of experience to my credit. I fully understand on this highly competitive site how important it is to provide high quality work. My prime focus is 100% customer satisfaction. I would be happy to answer any queries that you may have. Looking forward to working with you. Thanks & Regards FineCoder
$150 CAD in 3 days
4.6 (153 reviews)
6.2
6.2
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Hello Sir - I am an Expert Techno-Functional Analyst having vast experience in lots of arenas of IT industry including Excel Macros and Formulas. I am an Engineering Graduate with an MBA degree. If you see I am among niche bidders who have zero failed projects and very high completion rate since I do not bid on projects which I am not certain of. I will not disappoint you, please give me an opportunity to work with you. No milestones required. Pay me only when your job is 100% done. Also I will provide you with a working version of file before you consider awarding me the project. Thanks, Jay
$166 CAD in 3 days
5.0 (82 reviews)
5.9
5.9
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Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 215 projects. Please look at the feedback left by my employers to know more about my work. Waiting for your positive response. Thanks.
$250 CAD in 15 days
4.9 (78 reviews)
5.8
5.8
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Worked as portfolio manager for MNC banks in the past. Samples from previous similar dashboard done in professional softwares like Tableau and Excel on request. PMP certified project manager, MBA in marketing and professional business consultant, market researcher and analyst in the field of project management, marketing and branding, HR, operations, real estate, finance, legal, contracts, health and team management/ training. Please message me so I can send samples from similar past work.
$263 CAD in 3 days
4.9 (8 reviews)
5.4
5.4
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Just to go through it, you need to have a database of clients, every client has assets, and assets can be either original or up to date? If i understood you correctly, the website could be finished by tomorow night. With regards, Nemanja
$200 CAD in 7 days
4.9 (27 reviews)
5.2
5.2
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A proposal has not yet been provided
$252 CAD in 10 days
4.8 (10 reviews)
4.9
4.9
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Hi, I am working as Lead Pricing Analyst in a Fortune 500 MNC. I have worked on pricing models, income statements, value-pricing projects etc. I have worked extensively on business analysis, excel and VBA in my job and here on freelancer as well. I believe I can help in your work. Please have a look at reviews provided by previous employers. Please contact for further discussion. Regards! Vikas
$155 CAD in 3 days
4.9 (17 reviews)
4.8
4.8
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HI, Access and Excel VBA expert here, I offer you access application with very user friendly forms having functionalities like auto filling easy data selection through dropdowns, these forms will be for performing data operations and also other functions like selecting the data criteria for generation of the reports, the user interface structure of the application will be such that there will be a single Home form and all the other forms can be loaded on this main Home form through button clicks to access their functionality. I can offer you with a very dynamic access reports, dynamic in terms of their structure i.e. the structure of a single report can change depending on the data to be displayed on it each time for e.g. access reports can be used to generate invoices on them, now as structure of the invoice is dynamic i.e. there may be any number of items billed, so in such scenarios I can offer you reports which can handle this dynamic nature of such data. Criteria for the data to be displayed on the report can be set on user forms and they can be generated on button clicks. I want to send you an access DEMO application to give you an idea of the functionality that I can offer you, if you could reply me on this message I will be able to send you the demo app. Regards.
$124 CAD in 5 days
4.9 (33 reviews)
4.6
4.6
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Hello, I would plan on utilizing Excel for this task and can incorporate sending Outlook emails as well. I look forward to possibly lending a hand.
$150 CAD in 2 days
4.9 (22 reviews)
4.3
4.3
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Dear Sir/Madam, I've got a bachelor degree in CS and have more than 5+ years experience in .NET (MVC, Winforms, WPF,WFC), java, python and SQL(MySQL,MSSQL,DB2). I've checked your requirements and I have some questions. Where do you have your current data saved? I can make you a C# application to view / compare all required data and include all requirements that you need. Email sending can also be implemented. All code will also be tested with unittest, which most coders don't do. As you can see from my reviews all my customers are very satisfied with me. Feel free to contact me, Grega
$145 CAD in 7 days
4.9 (4 reviews)
3.7
3.7
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Excel and Access Database Portfolio Allocation Report Project Description: I need a dashboard where I can view my clients investments including their asset allocation. I need to compare the up to date asset allocation with their original asset allocation and notify me of their change in asset allocation. I would also like to be able to do a batch email to all clients that have had a specified change in their asset allocation in Outlook. Some restrictions... I can only upload the original asset allocation for one client at a time but I can bulk upload the up to date asset allocation for all clients at once. I'm using Office 2010 but I don't care if it's Java, Excel or Access. Skills required: Excel, Microsoft Access, PHP, Software Architecture Qualifications required: US English - Level 1
$155 CAD in 3 days
4.9 (3 reviews)
3.5
3.5
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Please send me your files (even before awarding the bid) and I will give you a better estimate on the schedule.
$155 CAD in 14 days
5.0 (2 reviews)
2.2
2.2
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Dear, The character of my degree course has prepared me for this Project. It involved a great deal of independent or sovereign research, requiring initiative, self-motivation and wide range of the skills. I’m a fast and accurate writer, with a keen eye for detail and I should be very grateful for the opportunity to progress to market reporting. I’m able to take on the responsibility of this project immediately and have the enthusiasm and determination to ensure that I make a success of it. Thank you for taking the time to consider this proposal and I look forward to hearing from you in the near future.
$155 CAD in 3 days
0.0 (0 reviews)
0.0
0.0
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I know that my bid is a little high and others have bid pretty well, but I have created a dashboard very similar to what you are looking for. If you could message me an example of the sheets you are working with and more specifically the different assets you are referring to, I can implement it very quickly. I already have the email built in as well. See my portfolio and you can see some of the userforms that I have made in excel. If this will be an easy project for me, I will for sure lower my bid and get it done for less $ and less time. Thank you for your consideration.
$250 CAD in 5 days
0.0 (0 reviews)
0.0
0.0
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A proposal has not yet been provided
$155 CAD in 3 days
0.0 (0 reviews)
0.0
0.0

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Member since Oct 11, 2014

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