I require a data base that is assessable from a client login from my website.
The database is to provide secure access for clients to obtain valuations of their investments.
The data base consists of 2 area's
Client Access
Here the client can edit and change their contact details
View a summary of their investment values
View a transaction history of investment (additions or redemptions)
Select a timeframe for investment valuations from a certain date to a certain date.
Receive a report of their combined investments performance. (Note this can contain multiple investments or multiple holdings of the same investment purchased over a varying timeframe.
Administration Access
Add a new client/ Input client data
Add investment
Update Investment value. This should update all client values for the investment updated.
Search clients
Search Investments
Edit client data
Delete Client
Add new investment
Delete Investment
Select a timeframe for investments from a certain date to a certain date
All reports must then convert to pdf format for the client or administrator to print out when and if required.
A sample report can be provided if more clarity is required.