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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.
Overview
- Branchen financial services
- Fachaufgaben Internet, sales promotion, securities transactions
- DV-Aufgaben customised software new development
- Systemumgebungen e-Business, Internet/Intranet
- Vorgehensmodell OOA/OOD
- Datenbanken Oracle Database
- Entwicklungs- und Testtool Eclipse, TOAD, UltraEdit,
- Betriebssysteme Unix, Windows 2000, Windows NT
Project period01.12.2002 - 21.03.2003
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D-68165 Mannheim
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