| Finance & Insurance >> View Projects |
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| Industry |
Finance & Insurance |
| Scope |
The client required an efficient and automated payment collection system for the processing the commitments of clients with loans for their bank. The scope of the system briefly included the following
functionalities:
- Administration
- Show Pending payments
- Copy to clipboard Pending payments
- Edit Pending payment
- Delete selection of Pending payments
- Change Pending payments into Deleted payments
- Edit application settings
- Import Payments from an XML file
- Export Pending to an XML file
- Reconciliation
- Import and filtering of bank statements
- Process reconciliation
- Audit trail
- Register all changes by users
- Query on changes
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| Benifits |
- The client will be using the application to collect the interest and redemption payments automatically. At the moment no payments are collected automatically. After the calculation of the interest and redemption the clients receive an invoice, which they have to pay. The application will enable the client to an efficient Realization and automated payment collection system for the commitments of clients.
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| Duration |
2 Months |
| Teamsize |
2 persons |
| Technology Used |
XML, MS SQL Server, VB.Net, .Net Expertise |
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| Industry |
Finance & Insurance |
| Scope |
The aim was to develop a website and integrate it with a Payment Gateway so that the client could have people register to become members, to avail all the benefits from depth of study and research conducted by experts at clients firm. The real challenge was to maintain live stock quotes and tickers as we see on CNBC and NYSE stock sites. One of the key features was the ability for paid members of the site to select from a group of stocks or mutual funds and check the history or progress for both for a period ranging anywhere from a day to a year. Also they could buy reports and growth charts and graphs for the desired stock. A lot of features were integrated into this website. Mainly Content Management System through which the entire site and Newsletter management could be maintained. |
| Benefits |
Benefits included:
- Real time Stock updates
- Real time tickers
- Stock history and Progress for selected stock/s
- Newsletter management for Paid, Unpaid, Newsletter members
- CMS driven structure
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| Duration |
2 Months |
| Teamsize |
2 Persons |
| Technology Used |
PHP, MySQL, LAMP (Linux, Apache, MySQL, PHP/Perl) |
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| Industry |
Finance & Insurance |
| Scope |
- The Financial business operating system is designed specifically for wealth management professionals. The comprehensive platform provides an easily accessible solution for all the business needs, including client, administration, marketing, reporting and compliance. Tedious manual tasks are automated and unified in one place: client information, advisor-partner communications and document management files are automatically organized, current and available whenever you need them.
It provides an integrated platform designed to help easily serve more clients, offer more services and be more profitable.
It minimizes the time spend on business administration, freeing up to do what is most important to the practice: Growing business and helping clients reach their financial goals.
The target audience for the project is
- Mid-Tier Financial Services Enterprises
- Financial Planning Firms
- Individual Investors
Features Include
- Instant access to current status of clients entire portfolio
- Visual Presentation of portfolio model
- Full Integration with most widely used financial software
- Full Security of financial information
- Simultaneous online viewing with client for collaboration
- Data migration from Legacy systems like Ez-Data, Advisor Assistance etc
- Offline Synchronization Application running on laptop
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| Benefits |
The benefits of the software to the client are:
- Seamless Application Integration
- Web-Based Inter-office Networking
- Improved Case Management Capabilities
- fiBOS has dramatically improved the performance and profitability.
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| Duration |
Ongoing |
| Teamsize |
5 |
| Technology Used |
HTML/DHTML, CFML, Java Script, XML, ColdFusion MX, MS SQL Server, Sybase, ColdFusion Studio, Flash |
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| Industry |
Finance & Insurance |
| Scope |
This site is developed for non-profit organization which employs qualifies professional counselors to assist their client manage their debts effectively. This site aims to provide information about the activities of this organization under information heads such as Debt consolidation, How does it work, Payment options, debt calculators, your rights, FAQs etc. The Online Application part is done in ASP. |
| DurationM |
1 Months |
| Teamsize |
2 Persons |
| Technology Used |
ASP, Dreamweaver, Adobe Photoshop, FireWorks |
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