Client Overview
The clients are banks and portfolio management consultants who we need to assist by organizing their client portfolios by their respective investor categories for the stock exchange.
Business Challenge
- Linking Multiple Accounts
- Providing portfolio details using expansive UI/UX
- Organizing portfolio as per categories and business rules
- Stock exchange API integration
Solution Highlights
- Well organized customer portfolio
- Customer’s current accounts management
- Keep watch over portfolio & current account transaction histories
- Order placement of different types such as stocks/bonds, options, futures, and combinations as per client requests
- Buying power management and future guidelines
- Statistics management for orders
- Related accounts management for clients with multiple accounts
- Integrated configurable bots to increase the efficiency of operations leading to easy plug-and-play with different backend systems.
- Use of data analytics to help in making better decisions
Benefits
- Clear Overview of client portfolio consolidating various segments using graphs
- Ability to view the information in a particular time frame i.e. days/months
- Linking of multiple accounts with single ownership
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