I am looking for someone who can replicate a financial CRM platform where it will do a calculation with the formulas that I will provide them and also be able to upload a .txt files with the clients obligations and then taking the obligation and calculating the obligations and matching it with the calculation algorithm and spitting out the results onto the result screen. The at that time export all the information along with everything (fields filled out) to be mapped to the contract (which will be provided).
Needs to integrate with Docusign
Needs to integrate with [login to view URL] card processing
Be able to track upcoming actions
each user has their login
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