Client Dashboard – Portfolio ManagementFinance

This particular client is an international brokerage house for forex, equities and commodities. The client’s profile is one of a quantitative execution and risk management service provider that seeks to unlock value in the US equity order flow for their clients. With a high volume of order flow, they needed a simplistic and quick way to show their clients a dashboard view of their portfolio and transactions.Triveni IT designed a complete web-based application integrated with their Algorithmic engine. The solution was built to capture a large volume of transactions daily and calculate the summary results, which then was made accessible to the clients via a secure web portal. The application was deployed on a robust cloud infrastructure to handle scalability and provide redundancy and fail-over. This unique solution offered to their clients was a differentiator amongst the competitors.

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