Capital investment management software

The project for CERES DI focused on providing an online system to meet the needs of the investment house's employees and clients. Employees needed to have access to a tool that would allow them to create, receive and send documents and orders electronically. Clients needed access to a dedicated system to manage their investment portfolios. Of particular importance was the ability to view order history, asset balances, review documents, and approve orders and contracts. The solution delivered had to meet the highest security requirements associated with the financial market. In addition, the system had to be capable of fully electronic data exchange with transfer agents.