I am starting up a Financial Business, and I have want to make a program/software (whatever you want to call it) for my business only.
I am thinking it will need to be internet based software as I will be traveling and on laptop so need access all over the place.
I am looking at a login page, for me (which should have all access) and different kind of levels due to privacy
When you login to the system I am wanting like a bulltin board where I can post up recent information for people.
The guts of the software is where I would like to have the customer portfolio. The customer portfolio us where you can enter personal information about the person.
From their you will go to a section where you have a chart of accounts and you enter in all information about the clients financial information.
From their you will be generating a report to show the client their budget.
Now I have a money management methology where I am able to create a budget for clients so they spend on last month income and not this month. (more information about that later) but this is what I want done.
I will be needing auditing process, able to add chart of accounts, remove, pull up all kind of reports if needed and more later on.