- Cutting-edge platform with multiple benefits
- User-friendly features
- Advisors can create state of the art proposals considering clients' individual needs, goals, and risk preferences
- Includes 2 types of Proposal Generation System- one for company portfolios and another for multimanager asset allocations.
- Automatic monthly hierarchical fees sharing and client billing
Business Situation:
To create a financial portal having lots of features was a great challenge that asked for a great deal of research and study work to be done. There was a need to put together lots of major components like CRM, Proposal generation system, Accounts, Billing, Marketing resources and Forms in the system.
While the journey of the portal development, the major challenges we had to meet were :
- Montecarlo analysis
- Centerpiece files data import for account's reporting
- Morning star data feeds for ticker analysis and categories
There was also a necessity to develop an Application Auto fill Module (One-Ap Auto fill module) which allows advisors to complete a client's account opening paperwork online and then print it out for the client to sign or e-mail it for e-sign. The purpose behind developing the auto filling module was to save the time and make job faster.
Business Solution:
With the constant research work and dedication, we have served the portal having all the necessary features. It is developed as a robust and cutting edge platform having multiple benefits and user friendly features. The portal has emerged as a comprehensive and easy to navigate platform that wrap up everything from proposal generation, contact management to marketing programs. The system is built up where the advisors can create state of the art proposals considering clients' individual needs, goals, and risk preferences. For superior deliverance, we created 2 types of Proposal Generation System; one for company portfolios and another for multimanager asset allocations. The portal also has the facility of automatic monthly hierarchical fees sharing and client billing. It is developed in a way where six types of users can log in and get the related information and/or manage portfolios.
Via this portal, the compliance officers can access client notes, investment proposals, contracts, and account information. We have created the Proposal Generation System that includes risk tolerance questionnaire, fully customizable asset allocations and proprietary research. In short, this portal can suit both, the advisors as well as the investors.