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Investment Planner
Project duration: 4 months
Brief description
The "Investment Planner" is a web-based application for sales promotion of financial products.
Supplement
Various questions are used to create a risk profile for the potential customer. The risk profile is used to calculate the ideal securities account structure for this customer. The ideal funds are recommended to the customer for purchase, based on their securities account structure. PTA takes on all processing of the project from the functional design onwards.
Subject description
The "Investment Planner" is the basis for supporting an online-based, holistic support approach. This entails a systematic process that leads the final customer to a tailored, customer-specific fund investment decision.
Overview
- Industries financial services
- Specialist tasks Internet, sales promotion, securities transactions
- DV tasks customised software new development
- System environment e-Business, Internet/Intranet
- Procedure model OOA/OOD
- Databases Oracle Database
- Development/ test tools Eclipse, TOAD, UltraEdit,
- Operating systems Unix, Windows 2000, Windows NT
Project period01.12.2002 - 21.03.2003
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
Service
Industries
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