Portfolio Management Needed for Financial Investment Firm
$1000-6000 USD
Maksettu toimituksen yhteydessä
*This project should only be for qualified expert programmers.
My client is a financial investment firm that is looking for software that offers similar features to the following:
***** EXAMPLE 1 ***** Advent- [url removed, login to view]
Geneva's key features:
-True multicurrency platform with full support for all global instruments and transaction types, including complex derivatives such as bank debt, swaps and fixed income
-Real-time, out-of-the-box dashboards and reports for accurate P&L, risk and exposure reporting
-Simplified cash, position and transaction reconciliation
-Standard integration to counterparties and industry-leading data providers
-Middle office functionality including trade capture, allocation and lifecycle management
-Full general ledger and accurate NAV calculation
-Investor accounting and servicing for onshore and offshore investments
-Customizable Reports
-Customizable Management Reporting, Decision Support, and Client Presentation
-Choose from hundreds of industry-standard reports.
-Modify pre-defined reports or build new ones in Advent® Report Writer Pro to change columns, rows, and formatting and add user-defined fields and calculations.
-Integrate custom calculations or logic into management or client reports.
-Create sophisticated reports that are as polished in presentation as they are deep in content.
-Communicate with clients by using high-impact graphics—pie charts, line graphs, bar charts, and more.
-Embed objects such as logos, charts, and text that can be directly fed into other documents.
-Create report automation to centralize and consolidate period-end reporting.
-Save output to various formats such as XLS, PDF, HTML, XML, RTF, TXT, CSV, and TSV.
***** EXAMPLE 2 ***** Cornerstone Power Investment Tools- [url removed, login to view]
This project will only be awarded to bidder with EXPERIENCE in developing software and has a STRONG feedback on freelancer. Thank you.
Projektin tunnus: #4135293
Tietoa projektista
19 freelanceria on tarjonnut keskimäärin $5240 tähän työhön
Hello, We are professional developers with similar Software development expertise. We assure you best quality designs/work with unlimited number of revisions. Please view PMB for details. Thanks
You want a full featured portfolio management and reporting software. I have wide ranging professional programming experience. I do top quality work.
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Hello, My name is Alex and I'm a VP of Business Development at ETNA Software. My firm has created award-winning platforms for major financial companies including Sogotrade, ChoiceTrade and Saxo Bank etc. We h Lisää
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