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Development of Portfolio Management System


  The Client
The client is a leading US based financial consulting company, providing comprehensive financial portfolio management services.

 
  The Business Need
The client wished to migrate their existing proprietary portfolio management system to a more robust web based data management application to be able to manage their voluminous financial and portfolio management data, which was currently being maintained in excel sheets. The need was also to integrate this application with a centralized research database and back office accounting systems to enhance their research and processing abilities.
Most importantly the client wished to replicate the exact look and feel of its current portfolio management system in the new system.
 
  The Solution
Keeping the client's primary concerns and essential requirements of speed, performance and use of real time data feed from Routers, to the online portfolio management system, BrickRed provided an ingenious solution, building the unconventional web application into 2 different modes:
  • Intranet Portfolio Management System: To enhance speed and performance of the application for normal office use of the portfolio management system, where Routers is available on all the machines.
  • Extranet Portfolio Management System: To enable the users to use the portfolio management system externally outside the office i.e. from cyber cafe or home or from location where Routers does not exist locally.


 
  Technologies
  • VC++ 7.1, C#, ASP.NET
  • Net Framework 1.1, MS ActiveX Technologies
  • MS SQL Server 2000
 
  Benefits
  • 50% reduced cost
  • Enabled Web based access
  • Simplified the business process tremendously
 
    Testimonial
"BrickRed has delivered us a cutting-edge application that has benefited our business a lot. The efficiency and the timeliness of project delivery are surely appreciated"

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