Sample Portfolio and Current recommendation Management System for financial services companies.
The client is a company in India that operates as a research analyst and investment adviser. They want to set the gold standard in equity research. The Aurum Capital founders have close to 5 decades of experience in Indian and International equities. With such experience and knowledge, they needed a system that would eliminate manual efforts of connecting with customers each time and giving updates, recommendations, etc. Basically, they needed digitisation in business for speeding up things, reducing human effort, more reachable to customers, etc.
The Challenges
- Bring digitisation into business.
- Automatically updating prices from NSE and BSE in the system.
- Have a current recommendation section for customers that includes recommendations of Buy, Hold, Sell.
- Investor Forum
- Sample Portfolio and calculation of customers’ individual portfolios.
Approach
Once SplendorNet was involved, we conducted many discussions and thorough research into the specific needs of the customers and analysed the whole domain as well for a better understanding of what they want and need. The main thing was to understand and gain more and more knowledge of domain and client requirements. Once it was clear rest was very easy for our experienced team. After the research phase, our team created wireframes and planned the next phases for execution. As per plan we built the Sample Portfolio and Current recommendation Management System and delivered it to the client’s satisfaction.
The Business Benefits
- Automation in Business
- The faster reach of information to customers through automated notifications.
- Reduce Human efforts
- More reliable portfolio management
- Automated calculation in a portfolio.
Customer Profile
The client is SEBI registered Research Analyst and Inv Adviser.
Technology and Tools
- Php Laravel
- MySQL
- AWS
