Provide the Planners/Field force with the ability to propose, plan and compare new Portfolio with the existing one. Provide various planning and diagnostics tools to facilitate planners in proposing various investment plans for the investors.

The Application/Tool should be simple, user friendly, with a simple questionnaire, asset allocation model, Efficient Frontier Analysis and Monte Carlo Analysis.

An excellent GUI has developed for ease of use and since it's a planning tool, all advanced Usability techniques are accommodated while designing the application.

This Planning Tool will be a new application for the Planners in planning and proposing a portfolio to existing or prospective clients. Planners will be able to compare proposed portfolio for the existing clients, with the current ones.

This tool will also provide various planning and diagnostics tools to facilitate planners in proposing various investment plans for the investors. This Tool performs series of steps to produce both a proposal to the client and generate reports, which include the amount to be invested, questionnaire/scoring of the Client/Prospect, Asset Allocation, and analysis by Monte Carlo or Efficient Frontier.

The solution is being built in multiple phases with some of the key module/Functionalities.

1. Client Case Setup
2. Asset Allocation
3. Financial Conditioning Modeling ( FCM)
4. Manual Accounts
5. Classification Tool
6. Planning for Prospective Clients
7. Reports

1. Auto generation of Proposals for existing & Prospects
2. Determination of the current risk-return profile of the clients assets
3. Ability to conduct Portfolio Analysis & Advise the user with appropriate Investment Options
4. Expected Risk and Return Current Portfolio
5. Graphical Portfolio Design with Monte Carlo Analysis & generate an overview of investors expectations
6. Expected Return and Risk with the help of questionnaire and simulations
7. Recommended Mix with various Models
8. Comparative Asset Allocation

Source Systems: Corporate legacy systems, CRM Data, various other Oracle databases

GUI: Microsoft Visual Studio.NET 2003, XML, JavaScript

Database: Oracle 9i, SQL Server 2000

Reporting: MS SQL 2000 Reporting Services, Net Charts

Project Methodology: IIDM (Iterative & Interactive Development Methodology)

Project Management: Microsoft Project 2000 and above

Configuration Management: Microsoft Visual Source Safe 6.0

Problem logs and Change Management: Microsoft Exchange 2000 & 2003