This is to be a subscription based (web) program for individuals and families to use to track their entire investment portfolio including hedge funds, bonds, bank accounts, mutual funds etc. The program will be based on monthly reports from the customers investments which will be entered by the user. The program needs to be very easy to use and have a magnificent GUI and reporting options. There are many programs on the market, but none specific to complete portfolio tracking including non-public info such as hedge funds.
Your company must have complete knowledge of the US financial markets in order to understand what we are trying to achieve. The program is actually quite simple, but understanding what the users will want and need to see is critical. Again the design and ease of use of the website will be its success.
Please provide some examples of your work and will send my 3 page summary to any company I feel is worth having a look.
Thank you for your time.