equitec company profile
DESCRIPTION
Equitec is an established solution providers for Institutional Research Houses, with a majority of research houses using our solutions world-wideTRANSCRIPT
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Equitec Pvt. LtdTechnology for Finance
COMPANY PROFILE
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Equitec is a rapidly growing software development company specialized in the development of client facing and back office applications for Equity Research firms with the latest emerging technologies.
An innovative use of technology and latest market trends has spurred Equitec into becoming the forward thinking product development organization that it is. We build applications that are unique to your specific requirements and business needs.
Our company believes in results which is our customized products are based on rapid development methodologies. By taking advantage of the features offered by the .NET framework, we build robust, and secure solutions. This has helped us build quite a reputation within the Indian equity research industry for providing high quality, cost effective solutions.
BRIEF HISTORY OF EQUITEC
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Why Equitec
• Equitec was founded by Ali Raza the ex head of JPMorgan Asia Pacific Business Technology with the sole focus of providing solutions for financial institutions across the globe.
• He brings over 15 years of experience during which he has deployed and rolled out the JP Morgan Global Publishing System - the complete authoring and distribution system for Research. He was also responsible to roll out the same in Asia Pacific.
• Over the past four years Equitec has established a history of successful deployments of similar projects at most of the premier Research houses of India including Kotak Securities, IIFL, Antique and etc.
• Our strong focus on research ensures that you keep up with the latest developments in all relevant technologies eg. MS Office 2007, MS Office Live Client, Silverlight, iPhones, iPads, etc.
• Using Microsoft Click Once technology we simplify releases and rollouts with minimal manual intervention and IT support
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Feb/08
Jul/09
Nov/10
Apr/12
Avendus
ICICI Direct Ltd Centrum
Religare Reliance
Flowering Tree
Brics
IL&FS Pioneer
Alchemy
QuantIIFLBridgewasy
AmbitAlmondzPrabudas Lilladher
India BullsElara Capital
Angel Broking
Karvy
Emkay Arqaam
CAPMICICI
AntiqueJ M Financial
EspiritoNirmal Bang
SICOBOB
Motilal OswalDerivium
Click Peth
CatamountEnam
Equitec’s clientele are spread across the globe. Within a span of 4 years, Equitec solutions are opted by more than 30 Research Houses.
Equitec Client Coverage
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Equitec Process Flow
Equitec provides a Research ERP solution which reduces major time crunches faced by Equity Research Houses. These include;
A robust Database Management software for storing and retrieving Financial numbers.
A Report generation tool which covers 3 major report generation aspects, namely; Financial number, content and visuals.
A user-friendly Workflow software which can be integrated with our CRM and distribution software's
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Product Information
EQUIBASE ERP: EQUITY RESEARCH ERP SOLUTIONThe Equibase ERP pack includes,1. Database Management Software2. MS Word / PPT Report generation tool3. MS Excel charting tool
EQUIWEB: ONLINE RESEARCH PORTALdistribution platform for Research reports with proper authentication. It brings together Client relation management and Research report distribution under one roof using a diverse web platform.EQUIAPPS: RESEARCH APPS FOR MOBILES AND IPADS Equitec provides tailored apps for various mobile and tablet devices. We have created and successfully launched for research houses like .Kotak securities
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Product Information
EQUIFLOW: WORKFLOW MANAGEMENT SOFTWAREThis software integrates all the independent modules, EquiRep, EquiChart, Equibase, by the way of a web interface in order to allow for transparent communication between the Analysts, Production, Compliance and SAs. Each report passes through strict gate checks, thereby increasing its overall qualityEQUITY MONITOR: CLIENT RELATIONSHIP MONITORA client relationship management tool, that allows for maximum collaboration between Sales and Research staff.
EQUISCHEDULER: EVENT SCHEDULER A corporate event scheduling software, with a built in intelligent algorithm for allotting clients meetings. This is a useful tools for sales coordinators in charge of managing these meeting and events.
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Project Staffing
Equitec project teams consist of;
Project Manager: Our Project Managers have years of experience in handling Equitec related projects and ensuring timely and smooth project management experience.
Database Analyst: A team of trained database analyst, who are well-versed with financial norms and standards. There sole responsibility is to map all data related entries.
Template Designers: A team of professionals, having in-depth knowledge of designing templates in MS Office, Page Maker, HTML, CSS, iOS, etc..
Software Developers: A team of proficient developer, skilled in various computing languages inclusive of C, C++, C#, VBA, VB, .NET, PHP and Java.
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Project Management
Week PhaseEquitec
ResourceClient
Resource
Week 1
Pre-Requisites gathering
Project Manager
BusinessIT
Production
Week 2
Database MappingDatabase Analyst
BusinessIT
Week 3
Back end Automation DeveloperTemplate Designer
Week 4
Front end Automation
Developer
Week 5
Prototype TestingDeveloper
Project Manager
BusinessIT
Production
Week 6
Training and Go LiveProject
ManagerProduct Trainer
BusinessIT
Production
Our company follows a rapid development methodologies approach to project management. Ensuring project completion in a span of 6 weeks. It allows us to work closely with you, the clients and learn your processes well. We believe in visible results and will give you working software within the very first month of development.
Each week / phase is followed with a project review meeting with Client on the project progress and scope.
After each phase is completed, we would need sign-offs from each of the committee members, after which we would begin the next stage.
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Hand-Holding and Support
TrainingEquitec offers a in-depth Training session to users on Go Live of the project. These training vary from Conference training to class room training. Equitec also offers special onsite coaches to ensure proper hand-holding to ease the learning curve to our products.Customer SupportEquitec’s Support center provides specialized support teams for individual client. These teams are well – versed in offering timely resolution to client queries. Our Support units are distributed as follows:1. Online Support team2. Telephonic Support Team3. Onsite Support Team
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Client Recommendation
ALCHEMY SHARE & STOCK BROKERS PVT. LTD.
Equitec Solutions: EquiRep EquiChart EquiMerge EquiBase EquiFlow Head of Institutional Research, Alchemy
1. How often do you use the Equitec Products? daily1. Overall, how satisfied are you with the Equitec Products? Extremely Satisfied1. Are you interested in latest upgrades available in Equitec Products? Definitely1. Would you recommend Equitec Products to others? Definitely1. How satisfied are you with Equitec Support Desk? Very Satisfied
BRICS SECURITIES PVT. LTD.
Equitec Solutions: EquiRep EquiChart EquiMerge Equibase Head of Institutional Research, Brics
1. How often do you use the Equitec Products? daily1. Overall, how satisfied are you with the Equitec Products? Very Satisfied1. Are you interested in latest upgrades available in Equitec Products? Probably1. Would you recommend Equitec Products to others? Definitely1. How satisfied are you with Equitec Support Desk? Extremely Satisfied
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Contact Us
Head OfficeIndia103 Bait-un-Noor Bldg,Kurla – BKC road, Kurla (west), Mumbai -70
(O) +91 022 2503 6125 / 26 / 27Email: [email protected]
BahrainEmail: [email protected]
USEmail: [email protected]