The Financial business operating system is designed specifically for wealth management professionals. The comprehensive platform provides an easily accessible solution for all the business needs, including client, administration, marketing, reporting and compliance. Tedious manual tasks are automated and unified in one place: client information, advisor-partner communications and document management files are automatically organized, current and available whenever you need them.

It provides an integrated platform designed to help easily serve more clients, offer more services and be more profitable.

It minimizes the time spend on business administration, freeing up to do what is most important to the practice: Growing business and helping clients reach their financial goals.

The target audience for the project is

• Mid-Tier Financial Services Enterprises
• Financial Planning Firms
• Individual Investors

Features Include

• Instant access to current status of clients entire portfolio
• Visual Presentation of portfolio model
• Full Integration with most widely used financial software
• Full Security of financial information
• Simultaneous online viewing with client for collaboration
• Data migration from Legacy systems like Ez-Data, Advisor Assistance etc
• Offline Synchronization Application running on laptop

The benefits of the software to the client are:

• Seamless Application Integration
• Web-Based Inter-office Networking
• Improved Case Management Capabilities
• fiBOS has dramatically improved the performance and profitability.

The aim was to develop a website and integrate it with a Payment Gateway so that the client could have people register to become members, to avail all the benefits from depth of study and research conducted by experts at clients firm. The real challenge was to maintain live stock quotes and tickers as we see on CNBC and NYSE stock sites. One of the key features was the ability for paid members of the site to select from a group of stocks or mutual funds and check the history or progress for both for a period ranging anywhere from a day to a year. Also they could buy reports and growth charts and graphs for the desired stock. A lot of features were integrated into this website. Mainly Content Management System through which the entire site and Newsletter management could be maintained.

Benefits included:

• Real time Stock updates
• Real time tickers
• Stock history and Progress for selected stock/s
• Newsletter management for Paid, Unpaid, Newsletter members
• CMS driven structure

Project requirement was to do the requirement analysis, study existing application, design and development and integrated testing along with post deployment functional and technical support to pass the Euronext LIFFE tier-2 compliance and performance test. The client’s product is windows based client server application with an online order placement, order routing and portfolio management. They have Java based custom built order routing framework for the routing function. The existing system and application has exchange connectivity for NSC, CTCI and SWITCH_CTCI for stocks, future and options trading.

With a merger of Amsterdam, Brussels, Lisbon and Paris exchanges into Euronext it became mandatory for all the trading applications to support the Euronext LIFFE Exchange Connectivity. The vision of the project was to add a module to existing Java based framework a plug-in for Euronext LIFFE and also to make scalable, high performance client and server architecture for market data (quotes) feed. The companies supporting the Euronext LIFFE exchange connectivity are required to get certification from exchange based on the API functionalities they support. The certification is categorized in Tier 1 to 3 and the business goals and plans of the client were very aggressive to development the same.
Order Routing Plug-in for Euronext LIFFE Exchange

• Java based plug in development in existing Order routing framework
• Euronext LIFFE API is pure ‘C’ DLL, so a C++ Wrapper to expose the LIFFE API
• Java and ‘C++’ interface using the JNI

Euronext LIFFE Market data (Feed) connector

• Microsoft .NET - C# based Windows Client Server application
• .NET remoting architecture used for client server inter communications
• High Performance UDP - IP Multicasting for data transmission to the client machine from the server

• Access to experienced professionals with functional and technical expertise, state of the art development and testing facility
• Extremely fast and rapid understanding of project requirement, scope and transformation of the same into scalable, high performance product
• Reduced time to market the product and realization of business goal by getting Euronext LIFFE certification on first attempt for both functional and performance features in a record short time
• Excellent product quality and post deployment functional/technical support
• Ready to use technical know how of the SMAC’s expertise in MS .NET enterprise scale application
• 24x7 communication and access to On-site and Offsite team