Investments

Broker Dealer Reporting :
Create and deliver daily, weekly, and monthly reports used by fund accountants, investment representatives, and compliance officers for managing commissions, marketing, and compliance. Automate the process of creating, approving, and emailing commission statements to reps.
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Portfolio Management Reporting System :
Create and deliver daily, weekly, and monthly reports used by portfolio managers, fund accountants, and compliance officers for evaluating and managing the holdings of several mutual funds.
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Portfolio Optimizer :
Develop an application to be used by retail customers and financial advisors to evaluate portfolios of mutual funds for efficiency.
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Security Master :
Create a single source to retrieve information about a security (stock, bond, fund, option) including pricing, categorization, and fundamentals such as maturity.
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Internet Access To Accounts :
Provide value-added Internet access to an investor's holdings contained within brokerage accounts, mutual funds and advisor accounts.
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Web Based Literature Fulfillment Application :
Develop and implement a web-based literature fulfillment application for a large financial investment company. Integrate the application with the company's current on-line CRM application. Provide integration between our client and a third party vendor responsible for the actual fulfillment of the literature orders.
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