Account Manager Dashboard Application developed by Gatewaytechnolabs Pvt.Ltd

Business need's of this Application :-

The purpose of the targeted Business Web Application is to provide as much assistance as possible to the Banks and/or Portfolio Management Consultants in terms of organizing the Client Portfolios as per Investor categories for the London Stock Exchange 'EuroNext' and some other stock exchanges too.

Challenges in Account Manager Dashboard Application Development-

Synchronize the Orders to the Database which in turn call APIs to post the order to the Stock Exchange. Stock Trading related know-how.

Features & Benefits of Application:-

Manage Customer Information
Well Organize Customer Portfolio
Manage Customer Current Accounts
Keep watch over Portfolio & Current Account Transaction Histories
Orders 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 in case more than one Accounts of a single client

Benefits of Dashboard Application Development:-

Managing Customer Information by synchronizing the remote data
Customer Portfolio Management to Buy or Sell Securities as per Share Market movements
Current Accounts Managements for Loans, Deposits, Mortgages and future trading transactions
Portfolio Transaction History to mark the Client Moves
Current Account Transaction History to mark the Client Moves
Faster Order placement of different types such as Stocks/Bonds, Options, Futures and Combinations as per client requests
Buying Power Calculator for future transaction by picking market trend
Order placement and Cancellation with different types of Market parameters

Solution:-

Client Selection/Search Facility
Client Static Details
Client Portfolio Details
Client Portfolio Transaction History
Related Accounts of selected Client
Buying Power Details
Current Accounts Details
Current Account Transaction History
Overview of Orders placed by each Client
Details of each Instrument Position/ Transaction History
Order Entry related to Stocks/Bonds
Order Entry related to Options
Order Entry related to Combinations
Order Entry related to Futures
Order Entry related to Private Placements
Order Confirmation/Cancellation
Instrument Static Details

Technology :-

Framework: Microsoft .NET Framework 2.0
Tools: ASP .Net
Language: C#
Database: Magnum using Attunity .Net Data Provider (ADO.NET) Version 1.1 Driver

Want to know more on Net Application Development or looking for offshore outsourcing partners for asp.net development, Java Development, offshore software development please visit our site http://www.gatewaytechnolabs.com defines designs and delivers IT-enabled business solutions that help Global 2000 companies win in a flat world. These solutions focus on providing strategic differentiation and operational superiority to clients. Gateway creates these solutions for its clients by leveraging its domain and business expertise along with a complete range of services.