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Gould Financial Planning: Mi-Plan Database..

For Gould Financial Planning, Newport's leading Chartered Financial Planners, MJ Software built a time management, fee recording and provider commission payment solution.

During 2015 a partner of the firm, Simon Gould, turned to MJ Software to build a solution to replace their ageing Microsoft Access database and move it forward by integrating further features, after struggling to find an off-the-shelf solution that fitted their requirements.

Their requirements

Handle the time records for the entire team.
Manage client charges and statements.
Handle provider payments received and allocate against client charges.
Using Excel or CSV read in statements from provider payments to cross match client’s policies and update the client’s accounts accordingly.
Be able to import historic data from previously built Access database solution.

What was delivered

The database was deployed using Microsoft SQL Server, with a Microsoft Windows Application front end.

The team can now record their time spent on clients, admin, and other tasks in a more efficient way via an easy to use interface.

Useful Links

Gould Financial Planning Web Site
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