Tag Archives: Client Access

I benefit an investment advisory firm and We are trying to study the costs as well as time daily time involvement of creating our own clientele access, that would enable clients to securely log in to our company how does a person see account unique data. This is a short run down. We have a portfolio management technique that exports some sort of. XML file involving releveant data points such as multiple time intervals for performance, account values, specific holdings etc. One of the main complications of this data would it be exports performance in monthly intervals, so if your years worth regarding performance is computed you have to compound your monthly values. In some instances depending on money flows, these month intervals may perhaps be broken down in even smaller time frame periods, which must also be compounded. I believe one of the most labor intensive a part of this process will be the development of the coding to perfectly compute performance for that time periods we select. We have found a firm that specializes in this type of website design plus integration with each of our portfolio management technique. I feel his or her prices are affordable, but … Continue reading →