A leading Asset Management firm headquartered in New York, providing financial products and services to institutions, corporations, and high net worth individuals in the United States and overseas. 

Engagement  Objectives

• Build a system that will provide investment information to Money Managers and Fund Sponsors with an easy-to-use interface and with consistent high grade user experience. 

• Rationalize and consolidate varying layers of financial market data from disparate sources and deliver to asset managers through one unified portal. 

• Create highly personalized and interactive user experiences. 
• Implement architecture components to support future evolutions of the portal. 

Solution

• Succinctly defined essential application functionalities guided by our deep understanding of role based actionable information. 

• Gathered the requirements to display  role based content for diverse users and departments with multi-language and multi-currency options. 

• Identified and implemented the structure and solution concepts to achieve the established business objectives.

• Assumed application support.

Results

• Delivered a unified solution with consistent features to a diverse number of user groups.

• Developed self-service functionality to deliver information efficiently to users with time critical roles.

• Over 5 years evolved the portal to keep pace with newly developed technologies- traditional web app to Web 2.0, SAO & RIA.

• Multi-language and Multi-currency capability’s allowing an easy roll-out in different countries over a short span of time.

• Portal includes Dynamic User Interface pages, Interactive Reports and Dashboards.

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