Portfolio Management Needed for Financial Investment Firm

*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.

Skills: Engineering, Finance, MySQL, PHP, Software Architecture

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About the Employer:
( 241 reviews ) New york, United States

Project ID: #4135293

19 freelancers are bidding on average $5240 for this job


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$3000 USD in 30 days
(93 Reviews)

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$7860 USD in 75 days
(80 Reviews)

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$3000 USD in 20 days
(18 Reviews)

Quality work assured. Ready to get started. Thanks.

$9000 USD in 40 days
(365 Reviews)

Hello, Web Dreamworks (India) Pvt. Ltd. is a complete Internet Solutions providing company. I am in this field from last 13 years. I have reviewed your project description and also More

$6000 USD in 60 days
(92 Reviews)

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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(5 Reviews)

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Ready to start

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(68 Reviews)

Hi, It is a tentative price and timeline. We can tell you exact Quote after discussion with you on Skype. Thanks

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(14 Reviews)

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$6000 USD in 70 days
(10 Reviews)

Hello, we are the Programming Agency GMI that specializes in building advanced systems from the scratch. Portfolio: Best Regards, Martina Arent

$7900 USD in 90 days
(1 Review)

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 More

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(11 Reviews)

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$3300 USD in 60 days
(1 Review)

4 years exp and quality work surity

$4000 USD in 30 days
(5 Reviews)

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$2995 USD in 21 days
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$6000 USD in 30 days
(0 Reviews)

I am having around 11 years of experience on software development and having excellent skill set to fulfill your requirement. We are group of developers who already worked on similar kind of projects and generated PDF More

$10000 USD in 90 days
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