Client Tracking Software

Closed Posted Jul 18, 2006 Paid on delivery
Closed Paid on delivery

I am looking at developing a software program that tracks clients for a fincnial services professional. I have it all built in excel on multiple pages, but I want to create a marketable program for other financial professionals to use and pay me for. I want it built to have a annual expiration. The one that I have now has a spot for the client name, date product sold (ie life insurance, health insurance, disability, annuities, stocks, mutual funds, etc.). Also has to have a column to include premium, commission level, commission total and a few other things. The excel that I have now also has tracking that shows ytd figures and many other interesting tracking formulas. Any bid is welcome and please email with any questions.

## 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).

## Platform

Could be a web based program, or any version of Windows XP.

PHP

Project ID: #3655111

About the project

23 proposals Remote project Active Aug 8, 2006

23 freelancers are bidding on average $139 for this job

ifactorsolu

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