Financial management tracker Airtable
$15-25 CAD / jam
Looking for a skilled Airtable builder, I need someone that can build out what I have listed below
• Client Portal
• A place where investors can login to see their previous account transactions. Clients can request withdraws, deposits. Allows us to keep our admin on one platform.
• Fund Management
• I need a work space where we can confirm investment amounts from each client. Have their profile linked to our central space where we have all the client’s capital pooled together. From there it gets invested with our trader. Monthly we will be adjusting the pool size based on returns in which we would like our automation to adjust each clients portfolio so we can send out reports without having to manually figure out the split.
ID Proyek: #35727973
Tentang proyek
4 freelancer rata-rata menawar $22/jam untuk pekerjaan ini
Top 1% in Freelancer.com Hi, Greetings! ✅checked your project details: ✅Completed Time: In project deadline We have worked on 850 + Projects. I have 6 + years of the experience in same kind of projects. I am a Lebih banyak
Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Financial Accounting Please come over chat and discus Lebih banyak
To whom it may concern, My name is Veronica and I have Bachelor in Finance with 6 years of experience in industry as Financial Analyst Specialist. I handle clients for all accounting needs while handling medium-advanc Lebih banyak
I can provide you a complete automated solution for managing finances, data visualization via chars and dashboard and reporting. Tools I can use: - Airtable / SmartSuite - Zapier for Automation - Softr / Stacker fo Lebih banyak
