“Building Large-Scale Portfolio and Asset Management System”

The Portfolio Management Company wanted a platform with lot of features that could facilitate the investors to gain maximum out of the investment. Because the company’s motive was to provide diversification, liquidity and professional management services to investors in the best possible way, the finance portal was considered a perfect solution that could deliver profitability and efficiency to advisors. The project was about developing a finance portal including:

• Integrated CRM
• Proposal generation system
• Rich proposal PDF
• Online reporting system
• Monthly performance reports system
• Monthly Billing

The Portfolio Management Company provides a complete turnkey platform to manage the investment of the investors. With the assistance of the company you can get your portfolios designed in a way that can maximize the risk adjusted rate of return.

Challenges:

To create a financial portal having lots of features was a great challenge that asked for a great deal of research and study work to be done. There was a need to put together lots of major components like CRM, Proposal generation system, Accounts, Billing, Marketing resources and Forms in the system. While the journey of the portal development, the major challenges we had to meet were:

• Montecarlo analysis
• Centerpiece files data import for account’s reporting
• Morning star data feeds for ticker analysis and categories

There was also a necessity to develop an Application Auto fill Module (One-Ap Auto fill module) which allows advisors to complete a client's account opening paperwork online and then print it out for the client to sign or e-mail it for e-sign. The purpose behind developing the auto filling module was to save the time and make job faster.

Solutions:

With the constant research work and dedication, we have served the portal having all the necessary features. It is developed as a robust and cutting edge platform having multiple benefits and user friendly features. The portal has emerged as a comprehensive and easy to navigate platform that wrap up everything from proposal generation, contact management to marketing programs. The system is built up where the advisors can create state of the art proposals considering clients’ individual needs, goals, and risk preferences. For superior deliverance, we created 2 types of Proposal Generation System; one for company portfolios and another for multimanager asset allocations. The portal also has the facility of automatic monthly hierarchical fees sharing and client billing. It is developed in a way where six types of users can log in and get the related information and/or manage portfolios.

Via this portal, the compliance officers can access client notes, investment proposals, contracts, and account information. We have created the Proposal Generation System that includes risk tolerance questionnaire, fully customizable asset allocations and proprietary research. In short, this portal can suit both, the advisors as well as the investors.

Technologies:

• Web technology: .Net framework 3.5 (MVP Architecture Pattern)
• Language used: C#, .Net
• Database: MS SQL 2008
• 3rd party tool: Dundas Charts Integration, ABCpdf

Results:

Due to our rigorous efforts, we have succeeded in developing a sophisticated and user-friendly finance portal for the client through which the institutions can enjoy benefits of efficient service offered by it at reduced cost. With its online reporting system the clients can have detailed household, account, and portfolio level data in an intuitive interface. It is very easy and feasible for advisors to enter new leads and prospects, attach files to contacts, set calls and meetings, and enter notes because of integrated CRM.

Following are major benefits of the portal:

• Integrated CRM software
• Integrated proposal generation system
• Filing cabinet for archiving documents
• Easy to create eye catching proposals
• Auto filled account opening paperwork
• Online Accounts Reporting
• Automated monthly billing process
• Clients acquisition system
• Document management system

We have developed a world-class money management portal that provides investors, security and returns they desire. Now, with this financial portal, it has become easy for the company to please investors by providing better risk adjusted returns.