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Portfolio Management Needed for Financial Investment Firm

This project received 23 bids from talented freelancers with an average bid price of $5302 USD.

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Employer working
Project Budget
$1000 - $6000 USD
Total Bids
23
Project Description

*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.

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