2. Situation
An investment firm needed a portfolio management solution that could
support a full range of asset types, and manage large trading volumes
quickly, accurately.
Key requirements:
Comprehensive instrument and support for the full breadth of asset classes
A means to accelerate processes and maximize efficiency
Ensure data security
Ability to manage trading rules based on market conditions
A scalable solution to support the firm's rapid growth
3. Solution
We developed a comprehensive solution comprising of following key features:
A web based interface for user interaction
Light weight real time integration with data feed providers and trading platforms
Integrated general ledger
Roles based security and auditing for segregation of duties for security
Data encryption for data security
Rules engine to enable portfolio manager to quickly adapt to changing market
conditions
Application was developed using MS.NET, C#, Flash, WCF and MySQL database
4. Results
Time saving of 54% to manage investment rules
Time saving of 23% for preparing client reports
Increased up-time by 41%
