Financial Planner Software

$30-250 USD

Cancelled

Posted

over 13 years ago

$30-250 USD

Paid on delivery

Hello I am a financial planner, and need new software . I have looked at some other sites and the cost is just to much. I need a software that can hold all clients information, create detailed monthly budgets for each client. I have seen one software program I like but it does not have person and business monthly budget creator . The software is financelogix.com. I can send you a sample a week sheet that I use for personal budget creation now. I would like a all in one package, like the one at [login to view URL] with budget creation. Also the software needs to be able to print reports with out company name address ETC. The reports will be used for each client.

Project ID: 842135

About the project

7 proposals

Remote project

Active 14 yrs ago

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7 freelancers are bidding on average $236 USD for this job

@sritechnocrat

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Clients find us better than the so called best. We believe that Customer Satisfaction and Trust will always be our Key for success. Sri Technocrat provides the best breed of designing and application solutions to small and medium sized businesses around the world. A strong Dedicated Executive Team consists of leaders from Indian Institute of Technology (IIT) and various industries and backgrounds aimed at helping execute the plan. With Regards Sri Technocrat.

$500 USD in 30 days

4.7

(78 reviews)

7.6

@jhaynes75

Professional software developer with over 10 years experience. Please see PM.

$250 USD in 5 days

4.7

(5 reviews)

4.0

@amsak

Placing bid

$200 USD in 20 days

4.2

(7 reviews)

3.6

@ItWorksinua

I'll do it for free, contact with me with all details. Write on e-mail

$30 USD in 14 days

0.0

(0 reviews)

0.0

@coli

I can make in Excel almost every program based on mathematical formulas such as the program you are looking for; I'm an structural engineer and I usually do that weekly for all the building's calculation notes that I need; I guarantee that it will be very useful and simple to use;

$170 USD in 21 days

0.0

(0 reviews)

0.0

@clovers

Please, see the PMB. Thanks.

$300 USD in 15 days

1.0

(1 review)

1.0

@tes2u

I have done countless budgets and financial plans for the poor and have found that excel works best. I would be glad to discuss this further with you and see what we can come up with to suit your needs.

$200 USD in 7 days