I run a small investment advisory business and we have been using excel to record client transactions and portfolio values.
Each client has their own workbook, this contains a summary report we present to our client and a sheet for each account they have.
This is starting to cause problems for us when we change the format of our summary report, as we have to change every spreadsheet manually. There has to be a better way? Someone has suggested to be that an Access database would be more flexible?
I am looking for someone to help build such a database or offer another suggestion?
I have attached a sample of the workbook we currently use.
70 freelancers are bidding on average £387 for this job
Hi, I have more 10 years experience in MS Access and MS Office automation, so I'm realy GURU in this. I can help you with this project. Best Regards, Alex
I have over 7 years experience designing and developing customized Microsoft Access databases that increase accuracy, efficiency, and productivity in small to mid-sized businesses.
I am an expert MS Access Developer with more than 10 years experience. I can definitely deliver on this project. Please see you private message board for details.