Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Look up keyword
Like this
0Activity
0 of .
Results for:
No results containing your search query
P. 1
Mobile Trading and Portfolio Management Solution

Mobile Trading and Portfolio Management Solution

Ratings: (0)|Views: 3|Likes:
Published by estdocs
Mobile Trading and Portfolio Management Solution

To be competitive, financial services institutions must effectively leverage technology to provide an improved customer experience and enhanced service, cost reduction, driving traffic out of call centers and branches. The solutions have to operate with a rigid requirement for highlyavailable, fault-tolerant processes that can sustain operations with high-speed data streams. The mobile trading solution of IWBank guarantees minimal latency during
Mobile Trading and Portfolio Management Solution

To be competitive, financial services institutions must effectively leverage technology to provide an improved customer experience and enhanced service, cost reduction, driving traffic out of call centers and branches. The solutions have to operate with a rigid requirement for highlyavailable, fault-tolerant processes that can sustain operations with high-speed data streams. The mobile trading solution of IWBank guarantees minimal latency during

More info:

Published by: estdocs on Sep 11, 2012
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

09/21/2012

pdf

text

original

 
 1 © 2012, Endeavour Software Technologies
Mobile Trading and Portfolio Management Solution
Founded in 1999, I
WBank S.p.A.
is an Italian innovative bankinginstitution that it focuses on a mostly young and active audiencewilling to sacrifice some traditional face-to-face and offlineservices for favorable economic conditions (low feesand high interest rates) and refined online brokerageservices.The bank wanted to create a fully integrated real-time portfolio management solution thereby offering
it’s portfolio
managers sophisticated modeling,trading, and allocation management tools.Endeavour
 –
The Mobility Company, assisted bybuilding a scalable solution which could adopt to
each customer’s individual needs, offering self 
-directed investors, third-party investment managers,and traditional trust customers a multi-facetedapproach to online, real-time, sophisticated accountaccess.
Challenges to be addressed
The bank needed a solution that could facilitate its customers in leveraging the power of mobileecosystem to facilitate their transactions with the bank and manage large trading volumes quicklyand accurately. The bank wanted a solution that could provide:
 
Comprehensive instrument coverage:
Support for the full breadth of services includingkey trade information, portfolio management, online trading and other banking needs
 
Scalability:
The capacity to support
the firm’s rapid growth
 
 
Uptime and reliability:
A means to accelerate processes and maximize efficiency
 
Security:
The ability to restrict data access based on specific roles
 
To be competitive, financial services institutions must effectively leverage technology to providean improved customer experience and enhanced service, cost reduction, driving traffic out of call centers and branches. The solutions have to operate with a rigid requirement for highly-available, fault-tolerant processes that can sustain operations with high-speed data streams.The mobile trading solution of IWBank guarantees minimal latency during retrieval of data, provides robustness to ensure non-stop operations and delivers scalability to handle a growingamount of data and concurrent users.
 
 2 © 2012, Endeavour Software Technologies
 
Regulatory Compliance
 The trade execution time is vital in the trading environment and the consumers expect to bepresented with complete information even when they are on the move.
Services Offered by Endeavour-The Mobility Company
Endeavour has helped the client bank address critical questions and succeed in the mobileecosystem by offering services related to:
 
Strategy Definition and opportunity prioritization
to ensure prioritization of long termvision and short term priorities
 
Solution Architecture Design
identifying business and technological gaps thereby definingoptimal solutions
 
 
Execution and Program Management 
thereby delivering technology solutions that producethe desired results
 
The Solution
The application provided the bank with a tremendous advantage, an extra edge in providing aneffective service to their customers on their mobile handset by enabling them to perform bothonline trading and other banking activities in a secure manner.Some of the salient features of the solution include:
 
Stock Quotes:
The application allows the users to view real time stock quotes.
 
Portfolio:
Users can have their own portfolio in which the details of stock quotes of his/her choice can be tracked. Users can add and delete the quotes to be tracked.
 
 Account Management:
Users can create user accounts, edit the preferences and deleteuser accounts for online trading as well as manage preferences related to tradingoptions.
 
Real time charts:
Charts provide the user with the trends for stocks over a period of timewith options to view different types of charts.
 
Real time trading:
The trade feature facilitates users to request for the 'Bid' & 'Ask' priceof the selected security & enable users to view exhaustive information of selected stocks.
 
Trade Book:
The Trade feature also provides details of the booked orders such as bidprice, bid volume, ask price, and ask volume.
 
Order History:
Users can view the order status in which they can view the detail of theorder and the current status.
 
Market Updates:
Provides top 10 new headlines related to the portfolio underconsideration.
 
Banking Operations:
Perform the banking activities from the mobile handset.
 
Secure:
All transactions secured by the use of standard encryption mythologies inaddition to password protection.

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->