Development of complex systems for
Finance, Banking and Investments
Financial Applications
PET (Portfolio Engineering Tool)
- Optimal Trade Generation to maximize portfolio deviations from the benchmark and minimize trade commissions
- Allows setup of customized investment products
- Developed in .NET and SQL Server
SCION (Trade Order Management System)
- Trade Order Management (Order Blotter)
- Adapter to Trading Systems (EZ Castle, Predator, etc.)
- Trade Allocation
- Provides a Trade Commission Calculation and Compliance Service
- Developed in .NET and SQL Server
CROP (Commission Reconciliation Processor)
- Enterprise Incentives Management System
- Calculates Sales Commissions based on complex rules (market value or billing based)
- Generates statements and payroll transactions, integrates with Payroll systems
- Provides complex management reporting
- Developed in .NET, SQL Server
CETT (Compliance Employee Trade Track)
- Employee Personal Trades Compliance Monitor
- Collaboration environment for Compliance Officers, Employees, Management
- Generates SEC statements (quarterly, yearly)
- Detects violations in Real Time, integrated with the Portfolio Accounting
- Developed in Java (J2EE), WEB based application
CRM Extensions
- Determining optimal investment strategies for clients (Monte Carlo simulations, proposal generator,..)
- Integration with CRM systems (Onyx, Salesforce.com)
- Appointment Management for Mobile Salesforce
Banking Systems
- Risk management applications (scoring, credit/debit cards management system, POS management system, credits management system, interface with the core- banking system)
- CRM application (Customer Relationship Management System)
- Complex informational infrastructure (document management system, messaging system, integration with the Intranet)
- Interfaces with existing applications and core-banking systems
- Online Account management (Client Portal - Extranet messaging system, Intranet)
