"Develop a product that will add real
value to your online client offering."
Provide your clients with intuitive access to their investment data.
Using standard device functionality, we can tailor an investment portfolio valuation application that lets your clients view their portfolio data at the macro or micro level.
All Investment data systems rely on market data. Build an online market data solution for your clients, that combines:
Engage your clients using targeted rules based communications and notifications. This lets you choose who receives alerts, research, market sentiment updates and regular reporting.
We can help you consolidate communications from different business processes into one secure messaging system. For example:
Develop a module that categorises and delivers dynamic research to your clients, such as:
Accurate, timely data is essential to any financial application. We use contemporary coding practices and techniques to integrate data from disparate sources so that information displays quickly and efficiently, and in a robust and seamless way.
We are capable of integrating data from:
We understand financial data technology and know how to communicate with data vendors. Each vendor makes their data available in a unique way. We ensure that your application uses the correct methods to get the information you need.
Here are some data vendors that we have extensive experience in working with:
Discrete management of content and user access is crucial. We employ easy-to-administer rules sets to make your system reliable, accurate and efficient. They ensure that the right people see the right information.
We can easily produce reporting to assist with the management of royalty validation for pricing, and to identify statistics and patterns on who uses your applications and what they do with them.
A transparent view of client activity in your application means you can track what they view and do.