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Our financial services firm wants to automate the process of tracking the accounts that transfer over to our firm when a new client is on boarded. We have designed an input form which is populated with client information and with the transfer milestones, and thedetails of the securities and cash that we expect will transfer in. As accounts are transferred in, the database keeps track of dates and amounts transferred in, as well as what is left to transfer. Various reports capture this information, which represents multiple clients in various stages of transferring in their assets. A few checkboxes and date entry fields determine where the data goes on the report.
We think that a Microsoft access database would be optimal for this design, but we are not wedded to that. A on boarding and transfer database specification document is attached which should help to give an overview and specifics of what we are trying to do. In your quote, please include time spent detailing the specific...
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