Don Devens, owner of Devens Financial Services, LLC in Seabrook, Texas, needed to a way for his clients to update and maintain their own personal accounts. In doing so, Don could then help his clients
- Set personal financial goals
- Monitor their progress and help them make timely adjustments
- Get them actively involved in managing their financial future rather than take a passive approach
Using ColdFusion server language and a MySQL database, I set up a form-driven application within an SSL certificate-secure website application. Each client is given their own login username and password, and they can only see their own account information.
Here is a screen shot of the main menu of Account system that allows Don's clients to access different data areas to add, maintain, and delete their financial information:
From the information input by the client, Don is able to create reports and stay updated with his clients needs, strengthening his relationship with each client and giving them confidence to set goals and achieve them in a timely way.