Portfolio Management Software for one of the top 15 banks in the world
Our team helped North American Bank to build an Investment Advisor Assistant. The application helps bank advisors to create mutual fund portfolios and analyze their quality, risks, and profitability.
Canada
Business Challenges
The client needed a custom software project to automate advisors’ day-to-day activities. Our team along with the bank development unit has delivered Fintech service for the banking system, where bank advisors are the major users.
The system is a complex integrated tool allowing financial advisors to build an investment portfolio, analyze it and share the result with the client.
Business Value
The investment advisor assistant application consists of modeling, comparison, and analysis tools used daily by 1000+ investment advisors. The robust system allowed our client to:
- implement a portfolio management solution based on business requirements
- ensure the best software solution for advisors, since they provide most of the services of the bank, including functions simplifying advisors’ day-to-day business, like: showing information about regional managers, generating usable interactive web reports and static PDF reports, sending e-mails to the clients, displaying comments about the quality of the compiled portfolio
Looking for the right team to accelerate your business growth?
Contact Us
Trusted consulting technology company
Money-back
guarantee325+
tech talents84
Net Promoter Score in 202310+
years on the marketCertifications & Reviews
