mobile trading and portfolio management solution

8/2/2019 Mobile Trading and Portfolio Management Solution

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1 20 12, Endeavour Sof tw are Techno log ies

M obi le Trading and Por t fo l io M anagem ent Solut ion

Founded in 1999, IW Bank S.p.A. is an I tal ian innovat ive bankinginst i tu t ion; i t focuses on a most ly young and act ive audience

wi l l ing to sacr i f ice some t rad i t ional face- to- face and of f l ine

serv ices for favorable economic condi t ions ( low fees

and h igh in terest ra tes) and re f ined on l ine brokerage

services.

The bank wanted to create a fu l ly in tegrated rea l -

t im e por t f o l i o m anagement so lu t ion t he reby o f f e r ing

i t s por t fo l io managers sophist icated model ing,

t rad ing, and a l locat ion m anagemen t too ls.

End eavour The M ob i l i ty Com pan y, assisted b y

bui ld ing a sca lab le so lu t ion which could adopt to

each customers individual needs, of fer ing self -

d i rected investors, th i rd-par ty investment managers,

and t rad i t ional t rust customers a mul t i - faceted

approach t o on l ine, rea l - t ime, sophist icated account

access.

Challenges to be addressed

The bank needed a so lu t ion that could faci l i ta te i t s customers leverage the power o f mobi le

ecosystem to faci l i ta te the i r t ransact ions wi th the bank and that can manage large t rad ing

volum es quickly and accurate ly. The bank w anted a so lu t ion that could provide:

Com prehensive instr um ent coverage:Suppo r t for t he fu l l breadt h of serv ices inc lud ingkey t rade in form at ion, por t fo l io m anagem ent , on l ine t rad ing and other banking needs

Scalability:The capaci ty to suppo r t the f i rm s rap id grow th Upt im e and re l iabil i t y : A m eans to accelerate pro cesses and m axim ize ef f iciency Security:The abi l i ty t o restr ict data access based o n specif ic roles Regula to ry Com pliance

To be compet i t ive, the f inancial services inst i tut ions must ef fect ively leverage technology to

provide an improved customer experience and enhanced service, cost reduct ion, dr iv ing t raf f icout of cal l centers and branches. The solut ions have to operate with a r igid requirement for

highly-avai lable, fault - tolerant processes that can sustain operat ions with high-speed datastreams.

The mobi le t rading solut ion of IWBank, guarantees minimal la tency dur ing ret r ieval of data,

provides robustness to ensure non-stop operat ions and del ivers scalabi l i ty to handle a growingam ount of dat a and concurrent users.


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The t rade execut ion t ime is v i ta l in t rad ing envi ronment and the consumers are expect ing to be

presen ted w i t h comp le te in fo rmat ion even w hen they a re on t he m ove .

Services Offere d by Ende avour-The M obil i ty Com pany

Endeavour has he lped th e bank address cr i t ica l quest io ns and succeed in t he m obi le ecosystem byof fer ing services related t o:

Strategy Def in i t ion and oppor tuni ty pr ior i t izat ion to ensure pr ior i t izat ion of long termvision and shor t term pr ior i t ies

Solut ion Architecture Design ident i fying business and technological gaps thereby def iningopt imal so lu t ion

Execut ion and Program M anagement thereby de l iver ing technology so lu t ion that produceth e desi red resu l ts

The Solution Leap drive

The appl icat ion provided the bank wi th a t remendous advantage, an ext ra edge in provid ing an

ef fect ive serv ice to t he i r custom ers on t o the i r m obi le handset by enabl ing th em t o per form bot h

onl ine t rad ing and o ther b anking act iv i t ies in a secure m anner .

Som e of th e sa l ient features of the so lu t ion inc lude:

Sto ck Quot es:The appl icat ion a l low s the users to v iew rea l t im e sto ck quot es. Port fol io: User can have h is/her own por t fo l io in which the deta i ls o f s tock quotes of

h is/ her choice can b e t racked. User can add and de le te t he quo tes to be t racked.

Account M anagement : Users can create user accounts, edit the preferences and deleteuser accounts for on l ine t rad ing as wel l as manage preferences re la ted to t rad ing

opt ions. Real t im e char ts: Char ts provide the user wi th the t ren ds for stocks over a per iod of t im e

w i th op t ion t o v iew d i f f eren t t ypes o f char t s.

Real t im e t rading: The t rade feature faci l i ta tes user t o request for th e 'B id ' & 'Ask ' pr iceof t he selected secur i ty & enable users to v iew exhaust ive in form at ion o f selected sto ck.

Trade Book:Trade featu re a lso p rovides deta i ls o f t he b ooked o rders such as b id p r ice,b id vo lum e, ask pr ice, ask vo lum e.

Order History: User can v iew the order sta tus in which user can v iew the deta i l o f theord er and the current sta tus.

M arket Updat es: Provides top 10 new headl ines re la ted to the por t fo l io underconsiderat ion.

Banking Operat ions: Perform the banking act ivi t ies f rom the m obi le handset . Secure:Al l t ransact ions secured by use of standard encrypt ion m ytholog ies in addi t ion to

passwo rd p ro tec t ion .


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Our Value Add

The deta i led understanding of technology landscape at IWBank (cur rent sta te and fu ture sta te)

facil i ta ted Endeavour in create a so lu t ion f ramew ork t hat w as ta i lored to address the chal lenges

present ed by mob i le.

The so lu t ion w as designed to

Have reusable appl icat ion components that enable rap id mobi le development acrosssupp or t ed devices and operat ing system s for fu ture scalab i l i t y

Secure ly manage personal data, content and media, both on the device and dur ingcommun ica t ion

Take advantage of secure interfaces that provide access to exist ing enterpr ise businessservices, security resources, and assets

Leverage exist ing in f rast ructure components to bet ter serve, secure, and suppor tm obi le Appl icat ions

About Endeavour

Endeavour is a special ist mo bi l i t y comp any and h as been exclusive ly focused on m obi le so lu t ion

developm ent s ince 2002. Based on ou r grow th over th e last decade w e are conf iden t th at our ro le

as the M obi l i t y Serv ices Com pany th at acts as the M obi l i t y In tegrator to ent erpr ises is cr i t ica l to

th e enterpr ise m obi le ecosystem . Our v ision is to b e the w or ld 's best " M obi l i t y In tegrator" , and

ou r st ra t egy is to do th is by

Enabling our People. By enabl ing our people to keep pace wi th the la test in mobi l i t ytechnology and becom e tho ught leaders in th e i r areas of specia l izat ion

Helping Customers. By proact ive ly go ing to our customers and he lp ing them dr ive businessvalue f rom M ob i le enab lem ent .

W i th o ver a decade of proven m obi l i t y exper t ise, enabl ing aw ard-winn ing custom er deploym ents,

Endeavour is evo lving in to on e of the largest ind ependen t ent erpr ise m obi l i t y com pany g lobal ly .

mobile trading and portfolio management solution

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