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Cloud Based Application

Overview

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.

Application Description.

Application to

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.

Skills: Database Programming, Linux, MySQL, PHP, Software Architecture

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About the Employer:
( 0 reviews ) Cape Town, South Africa

Project ID: #19306890

22 freelancers are bidding on average $1392 for this job

dreamci

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 More

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eclipsetechno

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 More

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claudiu07

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$1250 USD in 20 days
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seemasit

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kroim

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 More

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adampohp79

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webidiom

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bhatiasiddharth

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krishaweb

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braincenter

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BestService222

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Zhangtao820801

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Mobiquick

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teamapp

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Evergreen2006

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estebansalpeter

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ashwindas1

I have good experience in Designing/Development/Management many small to large applications. I will appreciate if you please share your requirement in details. I would love to know your scope , Targeted clients etc More

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myappsdevelopers

Hello Project manager I have more than 7 years of experience in Bitcoin, Android, Iphone, Mobile Applications, PHP, Ionic ,React native ,Angular JS, WORDPRESS, , HTML5,CSS, Ajax, jquery, JavaScript, Mysql, Graphic More

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webappdevlop

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