Finance Data Management
-
A self-help portal for investors and brokers to come together with service offerings and investment decisions.
The key features include:
A wholesome view of a client’s wealth portfolio including the ability to manage goals (such as a child’s education, marriage, building a home etc.).
A dashboard on how close they are with the goals with the period investment amount they commit to.
Access for brokers to the customer’s goals and tools to offer them suitable products.
Ability for brokers to offer a complete financial planning solution.
Feature to add, delete or modify investments and investment types.
Ability to share customer details with other brokers.
Various reports for the customers, brokers and administrators that help achieve their targets.
Built using a scalable architecture, hosted using a commercial hosting provider, deployable using a cloud solution.
-
This system provides a pro-active risk management solution to investment bankers. It tracks trades, evaluates risks, alerts the brokers when something is out of line.
The information about trades are received from order management servers that interact with exchanges, in the industry standard FIX format. This information is decoded and analyzed using risk algorithms. When required, the banker receives an alert on the risk of the trade momentarily, so suitable action could be taken.
This application is also developed using a scalable architecture and is deployed on the customer’s own hosted servers.
Learn more about our Wealth Management System which focuses on growing & protecting clients from wealth through investment planning and Risk Management System ensures that financial or operational risks are identified to protect client from loses
