You are here:
Home > References > Tradesoft >
Data base & business intelligence solution website
January 1997- April 2003
Role: Database Architect ,Developer and optimization
Company: Tradesoft (Business Integration Services)
It’s a financial Service company, achieving competitive advantage in the global information age, providing programs for more than 50 financial companies (banks like funds, portfolio…) and (brokering: providing them all programs).
o Developed and designed programs like Mutual funds , Portfolio , and all brokering programs (more than 40 programs) in both windows and Internet platform.
The brokering programs are like : Fixed Income Securities , Funds , Cash Flow Analysis & Position Keeping , Portfolio Management , Corporate Finance , Customer Services , accounting , real-time communication .
o Migrating most of the programs from VB6.0 to
VB.Net and C#.Net.
o Migrating of databases from SQL6.5 to SQL7.0
o Migrating of databases from SQL7.0 to SQL2000
SQL Server (6.5, 7.0, 2000),
DTS (SSIS, ETL)
VB (3.0, 4.0, 5.0, 6.0)
Visual source safe
COM+, COM, DCOM
You could have an idea about the programs developped :
The virtual branch is the brokers' interface to the public via the Internet. Via this customizable application, customers can learn their current account status, place orders for trades in stocks, bonds, t-bills or repo, as well as obtain the latest market analysis reports and other features as provided by the broker.
Cash and Credit Risk Management :
Provides an overview of the cash positions of the firm and of its customers. Allows enhanced cash management and execution of banking transactions such as EFT, etc. Efficient cash and credit risk management lies at the heart of how profitable and therefore successful a brokerage will be Designed to keep the organization abreast of its current position and utilize this knowledge to exploit trends faster and better than the competition.
Fixed Income Management
Allows real-time recording and reporting for government bond, t-bill and repurchase agreement transactions. Advanced analytical functionalities such as convexity, duration, yield curve and trend analysis are provided to assist in optimal decision making. State-of-the-art decision support and real-time position keeping tools including simulations for bond markets allow specialists to operate more efficiently.
Fixed Asset Management
Provides complete fixed asset management tracking features including amortization.
Specialized module to manage and record data related to the management of investment funds. Provides specific investment fund reporting and accounting functionality.
The mutual funds module allows managers to focus on making the right investment decisions, meeting all necessary reporting and accounting requirements. In addition, this module automates the task of calculating the daily fund closing prices.
Initial Public Offerings
Specialized module designed to cover the processes involved in public offerings. Customer offers are consolidated and the management of financial consortiums for initial public offerings is supported.
Stock Trade Management
At the core of any brokerage rest, the broker's decisions and recommendations on which securities to buy. Real-time recording and reporting features of this module allow brokers to make better decisions and operate more efficiently. All transactions are recorded against the centralized customer database.
Allows tracking of human resources and preparation of official employment records.
Customer Relationship Management
Provides customer relationship management features such as identification of business critical customers, last contact details, campaign management and criteria based alerts.
Portfolio Managements Module
Provides all tools necessary to allow a brokerage to productively manage customer portfolios. Customer and management reporting, on-line Reuter data integration, and automatic securities allocation based on customer parameters are some of the functionality provided by this module. It can be used as stand-alone (integrating with the broker's existing systems).
International Capital Markets
Provides official reports including settlement sheets and trade summaries required for international investment management.
Research and Financial Analysis
Allows advanced financial analysis of public companies. Information from financial and income statements is combined with other factors to get a complete overview of a firm's financial situation.
Low cost solution in which brokers utilize an intranet (private internet) to connect their branches to the main office. Rather than purchasing separate modules for use by branches, the branches utilize thin clients to enter vital business information to the intranet for integration with the ATP system at the main branch.
database solution, BI solution, provide solutions to the most complex database and BI problems