This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.
This is one of 4828 IT projects that we have successfully completed with our customers.How can we support you?
Investment Planner
Project duration: 4 months
Brief description
The "Investment Planner" is a web-based application for sales promotion of financial products.
Supplement
Various questions are used to create a risk profile for the potential customer. The risk profile is used to calculate the ideal securities account structure for this customer. The ideal funds are recommended to the customer for purchase, based on their securities account structure. PTA takes on all processing of the project from the functional design onwards.
Subject description
The "Investment Planner" is the basis for supporting an online-based, holistic support approach. This entails a systematic process that leads the final customer to a tailored, customer-specific fund investment decision.
IT project data
- Industries financial services
- Specialist tasks Internet, sales promotion, securities transactions
- DP tasks customised software new development
- System environments e-Business, Internet/Intranet
- Procedure model OOA/OOD
- Programming languages Java
- Databases Oracle Database
- Development and test tool Eclipse, TOAD, UltraEdit
- Operating systems Unix, Windows 2000, Windows NT
- System software MS Visual SourceSafe, Perforce
- Middleware and frameworks ATG Dynamo
Project period01.12.2002 - 21.03.2003
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