Custom financial app developed behind secure firewall login for both clients and company admins.  This app allows all clients to be put into the system with their accounts, investments plus all interest payments  over the full life of the investment.  The admin can upload documents for each client for taxes and record keeping which allows the clients to have a secure login to fully manage their account, download important documents and run reports. Admins can view all reporting on a client by client basis or view all clients by any specific time period with totals of interest payments and current and archived investment amounts.