About

An information agency that specializes in financial markets. The agency operates in the following areas of business: maintaining and developing information websites, holding thematic conferences and financial markets exhibitions, running publishing activities.

Challenge

The Client has an information web service for financial and investment professionals from diverse companies investing in bonds. All these companies have a bond portfolio that has to be managed to get valuable data. For portfolio management the companies used diverse tools with a low level of automation, which resulted in higher risks, less visibility, lost opportunities and time-consuming processes.

To streamline and automate the portfolio management process, the Client decided to create a service for investors for tracking the latest information on their bond and Eurobond portfolios.

Solution

VolgoTechnologies together with the Client team created a fully integrated tool for bond portfolio management that helps investors

To start buying, investors can view and specify instrument quotes on selected trade floors, issue parameters, key values (yields and their changes, duration, ACI, etc.), country, industry and sector, bond currency.

With the help of the created tool investors get access to a rich information base. Reports display the following company information: full portfolio cost as a sum and a progress history over different time periods; the distribution of investments in securities by country, sector, branch, emitents, repayment and lombard; a report on the past purchases, purchase history with detailed information about operations.

Staging

Staging a Web Product for Automated Bond Portfolio Management involves developing a platform that enables investors to manage bond portfolios efficiently, leveraging automation for trading, tracking, and reporting. Here a structured approach:

Datawarehouse

Dataware House

Desktop Application

Results

VolgoTechnologies created a web-based tool for financial information provider that is fully integrated into the existing web service. With such a tool, our Client offers financial and investment professionals an automated service for tracking their activities with bonds, as well as acquiring reports for successful operating on financial markets.

Technologies and Tools

Zend Framework, MySQL, Ajax, PHP 5, jQuery, Memcache, Highcharts