Financial Services

Insurance Policies

Highlights

Project Elapsed: Less than 4 months

Support Major Investment Agents

10+ Funds Value Datafeed

Multi-Currency

One-stop Portfolio 

Workflow

Parallel Workflow

Looping

Action Trigger 

DMS Document Integration

User Delagation

Multiple Datafeed

Datafeeds for Multiple Agencies

Scheduled Pricing Availability

Encrypted Transmission

Unified Portfolio

Unified View of all Funds

Agents Dashboard