This web and desktop application manages customer accounts in a finance company.
In the web version, the Client is able to access the application from any device with a web browser installed. It offers the user an array of possible operations: the definition of customer accounts, order placement, control of the flow of funds and assets, and report generation based on a pre-defined template. The application (with only a slight operator’s interference) manages the financial instruments within the client’s portfolio automatically.
The system’s innovative approach to processes has been awarded an industry prize, and the company operating the system has been ranked among the top 10 most innovative German enterprises. The application is developed and modified on a regular basis to fit the changing users’ needs and to retain its award-winning status.