Web App for Retirement Scorecard

Posted yesterday

Worldwide

Summary

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
  • Intermediate
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
JavaScript
Graphic Design
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
Member since Nov 7, 2024
  • USA
    Christiansburg6:19 AM
  • $3.9K total spent
    22 hires, 8 active
  • 19 hours

Explore similar jobs on Upwork

OpenAI API
API Integration
Customer Relationship Management
Artificial Intelligence
Business Intelligence
WhatsApp Chatbot Marketplace DevelopmentFixed-price‐ Posted 4 months ago
PHP
JavaScript
HTML5
MySQL

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo