Web App for Retirement Scorecard
Worldwide
I am looking for an experienced web developer to build a simple internal application for a financial advisory firm. An advisor will enter prospect information and complete a retirement-planning questionnaire. The application will use scoring rules that we provide to automatically generate a polished, branded, one-page retirement scorecard. The first version should include: A clean, easy-to-use data-entry form Yes/no, multiple-choice, and text-entry fields Automatic scoring based on predefined rules Red, yellow, and green status indicators A live preview of the completed scorecard A professionally designed 8.5 × 11-inch portrait layout One-click PDF generation and download A reset button for starting a new prospect Required-field validation No permanent storage of prospect information in the initial version We will provide the scorecard categories, questions, scoring logic, branding, colors, logo, and a visual example of the desired one-page report. The application should be easy for a nontechnical employee to use. It should also be straightforward for a future developer to update questions, scoring rules, colors, and wording. This first phase does not require user accounts, a database, CRM integration, payment processing, or financial-planning software integration. Required deliverables: Completed working application All source code Ownership of the completed work Basic setup and deployment instructions Testing of the PDF on standard Windows computers A short period for correcting bugs after delivery Please include: Examples of similar forms, report generators, or PDF-generation applications you have built. The technology you recommend using. How you will ensure the PDF prints consistently on one page. Your estimated timeline and fixed-price quote. Confirmation that you will provide the complete source code and ownership rights. Please begin your response with the words “Retirement Scorecard” so I know you read the complete description.
$300.00
Fixed-price- IntermediateExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:20 to 50
- Last viewed by client:7 hours ago
- Hires:2
- Interviewing:6
- Invites sent:0
- Unanswered invites:0
About the client
- USAChristiansburg6:19 AM
- $3.9K total spent22 hires, 8 active
- 19 hours
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