Best financial advisor crm softwareKazi
Pisanje programskog koda za Touchscreen koji izvrsava komande na Mikrokontroleru i salje dalje preko Bluetootha. Iskustvo sa ovom vrstom posla neophodno.
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Potreban PHP programer za izradu dela projekta iz oblasti finansija, a vezano za fakturisanje.
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I'm in need of a desktop software that can analyze a specific type of data within a PDF table. The software should: - Read and extract data from a PDF table - Compare this data against another table - Identify and save matching data in the form of an Excel file. The tables in question will contain numerical data only. Ideal Skills and Experience: - Proficiency in developing software for Windows - Experience with data extraction from PDFs - Strong capabilities in data comparison and analysis - Knowledge in Excel formatting - Understanding of numerical data handling.
I need a proficient Java developer who can work effectively using Agile software development methodologies. You will primarily focus on the backend part of a software development project. Familiarity and experience with Spring Boot and Java EE are crucial. • Main task: Backend software development • Methodology: Agile • Key technologies: Spring Boot, Java EE Previous experience in similar software development projects and a strong comprehension of Agile methodologies will be the key to success. You are expected to hit the ground running, so prior hands-on experience with Spring Boot and Java EE is essential. Your strong knowledge in these technologies will guarantee the swift and efficient progression of this project.
I'm in need of a captivating, motivational Instagram reel that showcases the growth of a Robinhood account from $1000 to $20,000 in 15 days. The reel should be designed to inspire and engage viewers, utilizing the following elements: - 15-20 shots: These shots need to be carefully s...increasing 15-20 times over the 15 days. These screenshots should be a mix of static images and animated graphs, creating a dynamic visual representation of the account's progress. The ideal candidate for this project would have experience in video editing, a creative eye for storytelling, and a strong understanding of how to pair visuals with music for maximum emotional impact. Experience with financial or motivational content creation would be a plus. Please provide samples of your previo...
I am seeking an experienced Android developer to create a Forex live charting app that integrates seamlessly with our online CRM. The app will receive live Forex data along with indicators via web socket. Key Features: Real-time Forex charts with multiple timeframes Integration of specific indicators provided through the web socket Option to switch between different currency pairs Customizable interface: users can select which indicators to display Push notifications for significant market events Sample Menu: Home News Market Accounts The app should be both functional and visually appealing, with an intuitive user interface that accommodates traders of all levels. The design should prioritize ease of navigation and effective use of the app's features. You will receive a spe...
I'm in need of a talented Senior Developer who has in-depth experience with both Boomi and Mulesoft. The primary goal of this project is to migrate our existing integrations to a new platform successfully. Key Requirements: - Proficiency in Boomi an...Requirements: - Proficiency in Boomi and Mulesoft: You should be well-versed in both platforms, able to navigate their functions and features effortlessly. - Migration Experience: Your role will involve transferring our existing integrations to a new platform. As such, experience with migration projects is essential. - System Integration: We're looking to integrate various types of systems, including CRM and ERP systems, custom applications, and third-party services. Your ability to connect these seamlessly is crucial to th...
...that allows users to sign up and access the platform with ease. - Messaging System: A built-in messaging system that enables users to communicate with each other. - Forums for Discussions: A space where users can create and participate in discussions, fostering a sense of community and collaboration. Third-party Integrations: - Payment Gateway: Integration of a payment gateway to facilitate any financial transactions that take place within the platform. - Social Media Integration: Integration of popular social media platforms to enable users to share content and connect with their social networks. - Email Marketing Platform: Integration of an email marketing platform to facilitate communication with users through email campaigns and newsletters. Design Requirements: - Clean and...
I'm in need of an experienced API developer(s) to assist with integrating our platform with multiple external systems in USA. Plaid API aggrega...investment what we need at minimum - certification steps 2) APIs for anyone to work with that broker through our APIs Key Responsibilities: - Developing APIs for integrating our system with more than 6 external platforms - Ensuring smooth and seamless data flow Ideal candidates should have: - Proven experience in developing APIs - A good understanding of data integration - Experience working with financial systems/ brokerages to understand various investment vehicles one can get - Different type of accounts / knowledge/ what is IRA or non-IRA for example. Please message me with your relevant experience and how you can add value ...
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I'm in need of a skilled Software Engineer with exceptional English language skills. This role is essential to ensure clear communication and documentation throughout the project. Ideal candidates should have a solid background in software development, and experience working on various Software lifecycle. Your primary focus will be on ensuring the software is developed to high quality standards, but you'll also need to be able to communicate effectively with other team members to discuss ideas and strategies. Experience in software testing and debugging will be a plus. The main goal of the project is to produce a well-designed, efficient software product. Your excellent English skills will help not only in the development process, but ...
I'm in need of a Medical Billing Assistant for my existing business. Ideal candidates should have an intermediate level of eCl...Ideal candidates should have an intermediate level of eClinicalWorks (eCW) experience and have a strong background in managing billing and insurance processes as well as analytical and financial reporting Key Responsibilities: - Collecting accounts receivable and processing appeals - Handling Medicare insurance claims - Handling commercial insurance claims - Assisting with monthly analytical and financial reports The ideal candidate should be well-versed in managing billing processes and have experience with both Medicare and commercial insurance. This role is crucial for ensuring our business's financial health, and we need someo...
I am seeking a talented...requirements are met and the proposal is persuasive and well-researched. Ideal Skills and Experience: - Proven track record in successfully obtaining business grants, especially for start-up funding. - Proficiency in understanding the needs of private foundations and tailoring grant proposals accordingly. - Excellent writing and research skills to articulate the business's vision, mission, and financial needs effectively. - Knowledge of the grant application process, including the ability to navigate complex guidelines and deadlines. - Strong communication skills to liaise with me effectively to gather all necessary information. Please include any relevant past experience or success stories in your bid. Let me know if you have any inquiries or need f...
...on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pie charts, and infographics (you can redesign the charts already put in the model). Incorporate interactive visuals for digital presentations if possible. Highlight key figures with distinct colors and larger font s...
...have a Google document with incomplete data that needs to be corrected. The data includes missing names, mobile numbers, and email addresses. This information can be cross-referenced with our CRM software, servicem8, and previous job records to ensure accuracy. Key requirements: - Fill in missing names, mobile numbers, and email addresses - Cross reference with our CRM and past job data - Ensure that all data is accurate - Provide regular updates via instant messaging platform Ideal skills and experience: - Experience with data cleaning and cross-referencing - Proficiency in working with CRM software, specifically servicem8 - Strong attention to detail - Ability to communicate effectively and provide regular updates on progress - Previous work examp...
I'm seeking a skilled developer to help create a professional real estate website with integrated CRM capabilities. Key Requirements: - Website to primarily focus on showcasing real estate listings. It should be visually appealing, user-friendly, and easily navigable. - Integrated CRM system to manage and track leads effectively. This system is crucial for our business to convert leads into sales. - The CRM should include sales pipeline management functionality, allowing for easy tracking of prospects through the sales cycle. Ideal Skills & Experience: - Proficiency in web development, with a strong portfolio of real estate websites. - Expertise in CRM integration, particularly with sales pipeline management. - Experience in building lead generation f...
I am currently in a position where I want to have full co...reason. This is an important step for me and I require professional input to guide me through this process. I am searching for someone with a strong background in financial management, particularly in trust funds. Knowledge in investment tracking is essential, alongside the capability of providing me a system where I can manage, monitor and make decisions about my finances independently. Additionally, the right candidate will be someone capable of: - Guiding me through the dissolution of my trust fund - Helping me establish full control and decision-making authority over my finances - Setting up a system for my independent financial control This is substantial shift for me and it's imperative I find the rig...
I am a beginner in commercial real estate and I want to specifically learn about underwriting retail properties. I'm looking for an experienced professional to teach me the ins and outs of this process. Key Areas: - I require a thorough understanding of market analysis. - I need to learn how to use financial modeling effectively in underwriting. Preferred Learning Format: - I'd like to have interactive sessions. I learn best through real-time engagement and possibly some Q&A. Skills and Experience Needed: - Deep expertise in commercial real estate, particularly in retail properties on excel - Proven track record of underwriting retail real estate deals. - Strong teaching and communication skills to make complex topics understandable. - Experience in conduc...
I am in need of a skilled freelancer to go through my 150-250 page income tax document which is in Word Format. I have done some edits, but it's gotten rather messy and needs a professional touch. Key Tasks: 1. Grammar and P...final layout that presents the information in a clear, organized manner. I don't have any specific preferences for this, but standard professional formatting is the goal. Ideal Skills & Experience: - Proven experience in editing large documents - Excellent language skills - Proficiency in Word formatting - Knowledge of standard professional formatting - Previous exposure to income tax or other financial documents is a plus I am attaching a document from 2019 that we used. I would like it similar but cleaned up a little bit of different look...
...reliable freelancer who can help me with customizing the Client Onboarding Form in the SWEEPANDGO CRM system. The main changes I'm looking for are in terms of styling, with adjustments to the color scheme and layout of the form. Additionally, I'm looking to improve the form's functionality. Key requirements for the project include: - Making color scheme modifications: I'm looking for someone who can work with neutral and minimalist colors. - Layout adjustments: Specifically, reorganizing form fields to create a better flow and simplifying the form to make it more user-friendly. Ideal candidates for this project should be adept in: - Front-end development - UI/UX design - Experience with CRM systems, especially SWEEPANDGO Please note that a milestone...
I am searching for an experienced financial specialist to assist me in securing capital funds exceeding $500,000 for my service industry business. The capital will primarily be utilized to support and expand business operations. Ideal Candidate Skills: - Extensive experience in fundraising and capital generation in service industries - Proven track record of successful capital raising ventures - Deep understanding of service industry requirements and constraints - Strong business acumen and strategic planning skills Responsibilities and Goals: - Develop innovative and effective capital raising strategies - Assist in identifying potential investors and negotiating terms - Provide advice on efficient allocation of capital for business operations - Facilitate the realization of fun...
...outlines the potential of the project, its financial viability, and the predicted return on investment. - The DPR should be structured in a way that is easy to understand for investors with varying levels of real estate knowledge. - Conduct a thorough market analysis specifically focusing on Lucknow real estate market. - Recommend the most suitable real estate project type (residential, commercial, mixed-use) based on the market analysis. - The DPR should contain detailed information on the land area available (200 acres) and how it will be utilized in the project. Ideal skills and experience: - Proven track record in real estate project management and DPR development. - Deep understanding of the Lucknow real estate market. - Excellent financial analysis and forecasting s...
I need assistance in creating a specialized budgeting spreadsheet focusing on driv...specialized budgeting spreadsheet focusing on drivers license renewal costs. As someone who understands the intricacies of financial data, your task encompasses the following: - Developing a budgeting spreadsheet with an emphasis on renewal fees. - Including a feature for expense tracking and an income versus expenses comparison. - Incorporating a mechanism for budget forecasts to plan my finances better. The ideal freelancer for this task should excel in financial data management and have a comprehensive understanding of Excel or similar platforms. Previous experience in creating budget planning or financial management tools would be a significant advantage. Let's simplify my ...
As a real estate investment professional, I'm seeki...out to pre-foreclosure property owners and distressed property owners. The goal is not only to gain understanding about their current circumstances but also propose potential alternatives to foreclosure. Desired outcomes: - Collect data about the owners' current financial status and property specifics. - Determine if the owner is open to exploring unconventional financing solutions. - Encourage follow-up discussions to further delve into these options. You should be knowledgeable about foreclosure processes and creative financial solutions such as lease purchase agreements and title sales. Mastery of persuasive communication, excellent negotiation skills, and experience in real estate would make you an ideal ...
As the client, I am search of a seasoned virtual assistant to support me during typical work hours, 9am to 5pm (UTC +1). The ideal candidate will possess the following expertise: CRM MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging impo...
...on the table with the pitch deck. For the pitch deck, we need to go to the next level by improving the general design, and also making more clear what the investor will gain from this project. We would like an investor focused pitch deck with a compelling presentation regrouping facts and figures A timeline with milestones on market number and our financial analysis Ensure clarity and simplicity by using clear and simple charts to present financial data, avoiding information overload on a single slide. Utilize data visualizations like bar charts, line graphs, pie charts, and infographics (you can redesign the charts already put in the model). Incorporate interactive visuals for digital presentations if possible. Highlight key figures with distinct colors and larger font s...
I am in nee...potentially integrating more features as the project progresses. API Integration: - Gift card vendor APIs: It will be essential to integrate various gift card vendor APIs to ensure a wide range of choices are available. - Payment gateway APIs: Payment integration is a core feature. The platform should be able to accept various forms of payment securely. - Customer relationship management (CRM) APIs: Integration with CRM APIs will be necessary to maintain and manage relationships with our clients effectively. It's important that you have experience in developing similar B2B platforms and are proficient in API integration. Your work should be clean, secure, and scalable. If you're confident you can deliver a project of this magnitude, I'd love to...
Estoy buscando un programador para hacer un software en windows (igual es mejor opcion hacerlo version web) para apuestas personalizado. Seria un comparador de cuotas entre varias casas de apuestas ,betburger o oddstorm con la diferencia que aqui buscaria las mejores cuotas para hacer lo que se conoce apuestas seguras o surebets. Pongo un ejemplo. se enfent jack sinnerl vs Novak Djokovic. En una casa de apuestas esta rafa nadal a cuota 4 y en otra sale Djokovic a cutoa 1,50. Seria una surebet, ya que pase lo que pase habria beneficio. Para ello se necesita un software que escanee las diferentes cuotas de las casas de apuestas hasta encontrar 2 cuotas donde siemrpe haya beneficio. Es complejo de explicar por escrito. Un saludo
...individuals for health benefits or similar programs is highly desirable. -Excellent communication skills, both verbal and written, with the ability to engage prospects effectively. -Strong empathy and interpersonal skills to build rapport with prospects and earn their trust. -Self-motivated and results-oriented, with the ability to work independently and meet daily call quotas. -Proficiency in using CRM software or other tools for call tracking and data management. Benefits: -Daily and Weekly Bonuses based on production!!! -Competitive compensation based on performance and call volume. -Opportunity to make a meaningful impact by helping low-income individuals access essential healthcare services. -Potential for growth and advancement within the company based on performan...
I require a skilled Odoo specialist to streamline and automate various CRM tasks in my business. The specific activities include: - Contact Management: Enhance existing functionality to include custom fields and triggers, to cater for more personalized relations with our customers. - Email Marketing: Implement an automation system that will optimize our efficiency in reaching out to our vast clientele. - Sales Tracking: Initiate an automated sales tracking system within Odoo that will simplify the sales management process. Ideal Skills & Experience: - Proficient in Odoo software - Experience in automating CRM tasks - Knowledgeable in programming custom fields and triggers - Prior experience in setting up email marketing automation - Track record in automating ...
In need of a skilled professional with Dabre experience to add names and assist with PNR bookings in Sabre from our airlines. This will be an ongoing role on a casual basis - Expertise in Sabre integration. - Extensive understanding of booking systems. - Problem-solving skills to troubleshoot potential issues. - Ability to train and inform our team on how the new system functions if required Please only those with a solid background in this field and have successfully completed similar projects should apply.
I'm looking for a skilled software developer who is proficient in Java and familiar with the DJI drone SDK. Seeking individual with HTTP and DJI SDK experience to add features to DJI Ground Control Software. The application must transmit and handle HTTP REQUEST to server, display popup messages, play notification audio, and auto-upload waypoint to a selected drone. Key requirements: - You must have experience in software development on Windows OS. - Proficiency in Java is a must. Experience with DJI drone SDK is highly preferred. - The main feature to be added to the software is automatic drone flight path planning. Key responsibilities: - Integrate the DJI drone SDK into my existing software. - Implement automatic drone flight path planning feat...
I am in need of a skilled software developer to help create a comprehensive property management system tailored for web-based operation. Key Functionalities: - Rent Collection: The software should have a streamlined rent collection system to facilitate regular and efficient payments. - Tenant Communication: A robust communication platform is crucial for maintaining a smooth landlord-tenant relationship. The software should include features that enable swift and secure communication. - Maintenance Tracking: A maintenance tracking system is essential for both tenants and property managers. I would like the software to have a feature that tracks and manages maintenance requests. Platform and User Role Requirements: - Platforms: The ideal candidate should be profi...
...in Zoho CRM and programming skills in Deluge to help create a set of custom applications. These apps will be connected to AI tools like Chat GPT and Google Gemeni. I want to hire someone for the next 12 months as a general support. We will pay a minimum of USD 50 with projects ranging up to USD 500 or more. If there is nothing to do I will still pay USD 50/month just to have the continus support. Key Requirements: - Diverse automations, functions, and data management routines within Zoho CRM. - Specific tasks will include workflow automation and custom reporting. - Integration of Zoho CRM with various AI tools, specifically OpenAI and Google Gemeni. Ideal candidate should have: - Extensive experience programming in Deluge. - Proficiency in building custom applica...
Detail financial analysis of different companies
I am looking for an expert in SSRS to set up a solution to track our daily financial transactions. The primary goal for this solution is to provide us with a simple, user-friendly way to access and track these transactions on a daily basis. Key requirements include: - Set up and customize the SSRS solution to track daily financial transactions - Ensure the solution is optimized for daily use and can handle the volume of transactions - Implement a system that would automatically send the daily reports to a specified email address Ideal skills and experience: - Proven experience with SSRS and setting up similar solutions - Strong understanding of financial data and tracking requirements - Ability to create automated reporting and email functionality I am open to sugg...
I'm looking for an Asana Team Manager who can help me keep track of various tasks assigned to my team. This role is crucial because it will allow me and my assistant to concentrate on managing the financial aspects of our expanding business. Key responsibilities: - Creating and managing tasks on Asana - Assigning and monitoring tasks to team members - Ensuring deadlines are met Important notes: - You'll be working with just one business for the time being - I'm looking for someone with a beginner's level proficiency in Asana, as this role will be more about managing tasks rather than setting up complex projects. Ideal Skills: - Proficient in Asana - Basic project management skills - Excellent task assignment and tracking capabilities - Ability to monitor deadl...
...psychology and simplicity. I'm aiming for a logo that not only distinguishes our brand but also resonates with our audience on a deeper level. Connect with me if you're ready to create a memorable design that conveys trust and quality. The company is a one stop financial marketplace for all business funding needs. The company is called "Lendeavor" combination of the words Lend and Endeavor. We fund and finances small businesses. Our target audience is business owners. We strive to be very honest and transparent. We have a singular focus on financial technology and plan to open the doors to the future of how lending is done in America. Very tech driven and AI based lending platform. Futuristic yet simple and professional. Think a Fintech Amex. Similar t...
For my company, I require a proficient accountant with an expertise in bookkeeping and tax preparation. The candidate must be adept at maintaining and recording financial transactions, as well as preparing financial statements. Ideally, the freelancer should be experienced with: - Monthly, quarterly, and annual bookkeeping - Preparing tax returns and financial analysis reports Since we don't use any specific accounting software, the professional should either be well-versed with manually maintaining records or capable of suggesting and operating an effective accounting software for business.
I'm looking for a dynamic sales executive to help generate leads for my technology business. - Industry: Technology - Primary Goal: Lead Generation - Target Audience: Mid-sized companies The ideal candidate will possess: - Proven experience in lead generation, preferably within the technology industry - Excellent communication and negotiation skills - A strong understanding of the sales process - A good network of contacts within mid-sized companies (Business Development Executive) (with good track record) + Must have strong Sales Managerial Experience in any B2B SaaS company OR been as a Sales Partner. + Experience in dealing with B2B + USA / EU Markets + Must be interested in taking on new challenges. + Should have hands-on experience. + Only Freelancers are Allowed (No Agenc...
I'm looking fo...audience is middle-aged adults (26-45), so the plan should include detailed strategies for engaging and appealing to this demographic. - Brand Recognition: A key part of the plan will be how to build and establish the brand as a go-to for high-quality skincare products. - Mall Unit Leasing: Part of the plan will include the strategy to lease a unit in a mall. This should involve market research, financial projections, and a compelling case for mall management. The ideal candidate for this project will have proven experience in developing business plans for beauty and skincare products, as well as specific experience in branding and retail leasing. The candidate should also have a deep understanding of the middle-aged adult market and what drives their purcha...
I need an experienced Laravel developer to undertake crucial tasks within a large-scale project over a two-week timeline. The Laravel-specific requirements are as follows:- 1. Fix the Home Dashboard to display real data instead of dummy data in Laravel. 2. Implement form data transfer from the website to the CRM Enquiry Menu in Laravel. 3. Ensure that won enquiries are correctly displayed after conversion to contacts in Laravel. 4. Highlight the current menu item on the left in Laravel. 5. Correct CSV download functionality in Contacts, ensuring filters, headers, and special characters are handled properly in Laravel. 6. Enable clicking anywhere on the contact data table to open the view of that particular contact in Laravel. 7. Remove the display of the last date from the top of t...
...Target Locations: United States, and Canada. 3. Collect Data Points: The information for each lead should include the following: • Company Name • Company Address • Company Phone Number • Owner's Name • Contact Email • LinkedIn URL (if available) 4. Target Titles: The contact should hold one of the following titles: • CEO • Chief Executive Officer • Owner or Managing Partner • Founder • Chief Financial Officer (CFO) • Board of Directors • Pharmacist • Manager • Director Deliverables • An Excel spreadsheet with the collected data points for 2,000 contacts. • Ensure that there are at least 1,400 unique companies represented in the list. Quality Assurance • Perform regular reviews of the ...
I am looking for a skilled designer to create an engaging social media post for Instagram. The primary goal of this post is to drive traffic to my website, so it should be designed with a clear call-to-action in mind. The text on the graphic: "Who wants an Insurance AI snapshot build + a free trial account of Agent CRM? Just comment below and we’ll dm you the details." Key requirements: - Design a visually appealing post using bright and bold colors - Ensure the post is optimized for Instagram and is likely to generate engagement - Incorporate the provided text in a way that makes it stand out and encourages clicks I can't wait to see your designs!
I'm in urgent need of an expert in revenue summary analysis for my accounts assignment, to be completed ASAP. Areas of focus include: - Deciphering and analyzing an Excel file, which contains base financial data. - Providing a thorough understanding of the balance sheets, income statements, and cash flow statements in relation to the given data. Ideal qualifications: - Strong accounting background. - Proficiency in financial analysis and interpretation. - Familiarity with balance sheets, income statements, and cash flow statements. - Proficient in Excel data manipulation and interpretation. - Must be able to work fast as this task has a high-priority deadline.
