Financial Advice Client Management
Posted by Jason on March 13, 2008 at 11:07 am
Starting soon is a new application for accountants David Newton to assist the financial advice team in managing their client base and ensuring they are meeting all of their clients financial needs.
For this we will be providing an ASP.NET web application with a SQL Server database. This will allow the entire department to access the details quickly and easily, as well as allowing for simple updates and expansions to the application at a later date. It is hoped that the entire office will eventually be using the application. Following that there is the possibility of making it accessible out of the office to really speed up the current processes. Obviously security is of prime importance.