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Migration portfolio management tool for a multi-level fund of real estate funds
Project duration: 4 months
Brief description
Creation of a fund portfolio management tool (from MS Windows XP/MS Office 2003 to MS Windows 7/MS Office 2010) for a multi-level special fund of real-estate funds for straightforward creation of evaluations and preparation of investment decisions using target fund ratings and scenario simulations.
Subject description
Conversion of a multi-user application (from MS Windows XP/MS Office 2003 to MS Windows 7/MS Office 2010) to consist of enriched data from various front-end systems and independently-developed department tool based on Excel. This enables intraday calculation and evaluation of various key figures, such as cash-flow information. The generated results can be exported both as reports or in Excel format. Objective: Upgrade of the operating system for a fund portfolio management tool.
Overview
- Industries banking
- Specialist tasks fund management, Investment Banking, Migration, property valuation
- DV tasks customised software further development
- System environment Client/Server
- Procedure model iterative procedure
- Databases MS Access
Project period04.08.2011 - 15.12.2011
Contact
PTA GmbH Head Office
Weberstraße 2-4
D-68165 Mannheim
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