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As a financial manager you know the importance
of
keeping your clients up to date on their holdings.
"Client View" gives your clients an updated, real-time
picture of their account.
Each time your client accesses their account on your site this
script will update the stock quotes and provide a real time picture
of your client's holdings.
Each client has access to only their
account and portfolio through a login
routine. If the client has lost or can't remember their
password the script will automatically resend the password to the
client via email.
This snapshot will show your client
details such as the number of shares they own, the amount paid
and the current value of those holdings. It will also show the
total value of all holdings in the account.
The backend or "admin" section of this script allows the manager
or administrator to add/edit clients and their portfolios.
This script is written in the common PHP language and will run on
Apache or IIS with PHP installed and access to a MySql database.
Colors and language can be easily changed without writing code.
This script can be a standalone product or integrated within your
current website.
Screen shots |
