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Stock transfer system for brokers (enhancements)

Project duration: 5 months

Brief description

The project includes further development of the stock transfer system for brokers (see project ID 2669).

Supplement

During the course of the project, the technical functions are enhanced while, simultaneously, the application is refactored. Furthermore, there is a migration from IBM WebSphere Process Server 6.2 to IBM WebSphere Process Server 7. Spirateam is used to manage tasks and errors.

Subject description

When needed (e.g. if a broker retires), entire customer and contract portfolios have to be transferrable to one or more new brokers. Particular attention has to be paid here to dividing the portfolio according to the expected commission. In the course of the enhancements, it is also possible to differentiate between advisor types when transferring portfolio; in this case, the Excel export is also adjusted. Furthermore, search screens are added to the existing system and filter areas are revised.

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Joachim Schütter, ein Mann in einem Anzug

Joachim Schütter

Key Account Manager

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