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.