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Expansion of fund reporting

Project duration: 3 months

Brief description

Expansion and further development of fund reporting for public and special funds of a KAG.

Subject description

A customer-specific data warehouse serves as the basis for analyses and reporting.  The publications are created in the form of product information packages (fund profiles, fund comparisons, etc.) that are made available to the sales department of the investment company as well as to private customers.  Aim: Supplying product information to serve as sales materials for an investment company.

Overview

Project period27.11.2007 - 21.02.2008

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