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Challenge: Our client recognized that it needed a reliable and strong IT solutions partner to provide a systematic and standardized platform to facilitate a stable wealth management system. The existing wealth management methods or processes were mainly manual and required capturing of the data via physical forms or Excel spreadsheets, with no centralized repository/ storage in place to consolidate data for the purpose of tracking, decision making and analysis. There was an urgent need to cut down on manual processes and to cater to growing needs.
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Solution: Fusionex provided core Microsoft development expertise to rapidly build this system which had a very tight project schedule. The system would need to facilitate the capturing of data and would need to have the ability to provide wealth management information electronically and effectively using modern techniques. The n-tier solution consists of Windows-based thick smart client application (C#), .NET Framework, Web services, Fusionex Application Framework and SQL Server 2005 (Compact and Enterprise Edition).
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