Following are the case studies corresponding to the Financial Services that we provided to some of our illustrious customers:

This project was carried out for one of the top 5 mutual fund companies. The objectives of the project were to replace the existing legacy based to a fully J2EE compliant system and to provide online management of funds to the Financial Advisors.

Shareholder Reporting and Broker Advisor

Case Studies — Financial Services

This project was carried out for Portfolio arm of a top MF Company. The objectives of the project were to provide a centralized facility on the Intranet and enable the ‘Fixed Income team’ of the customer’s ‘Private Portfolio Services division’ to retrieve all the data and place trade orders to rebalance the portfolio models.

Fixed Income Group Portal

This project was carried out for Insurance Product Marketing Company. The objectives of the project were  to create an architecture which includes new customer applications, portfolio positions and commissions that will enable insurance carriers, clearing agencies, insurance product marketing companies to the share information through current and future standards such as ACORD XML, AL3, NSCC IPS, etc.

Fixed Income Annuity Sales Reporting

This project was carried out for Major hedge fund company. The objectives of the project were to create a multi-tier architecture to allow Fund’s traders to watch market data and allow them to place trade orders for any security or futures contract and also to create a system that enables multiple user interface types (Excel, Perl, Web, etc) to access data as well as place/track trade-orders and support fund’s hedging strategies with real time information.

Hedge Fund Trader Desk

This project was carried out for Top 5 Insurance Company, NY. The objectives of the project were create a system that enables Investment Executives offline access to work on an application and to allow them to set or modify target goals and review their business activities and once the data modifications are completed, to provide online access between the Investment Executives’ client systems and the server to commit data modifications on the server

Annuity Sales Commission Goals System

This project was carried out for Insurance Product Company. The objectives of the project were to create an architecture and enable insurance carriers, clearing agencies, insurance product marketing companies to share information through current and future standards such as ACORD XML, AL3, NSCC IPS, etc and to ensure that the information in the architecture also includes new customer applications, portfolio positions, commissions, etc.

B2B integration through NSCC