Custom Investment Software

Custom Investment Software

Mental Wildfire was contracted to build a financial services web application for a broker dealer. This application provided a wizard-based proposal creation tool to assist representatives of the company in creating compliant proposals for their investment clients.

Key Features:‚Äč

  • Strict rules for Investor Suitability
  • Automated calculation of portfolio allocation based on total client assets and appropriate risk
  • Options for "outside the box" customizations to a client's portfolio that would trigger an automated approval process, including emails to appropriate compliance personnel.
  • Draft PDFs for internal use and print-ready PDFs ready for client signatures.

Coding Challenges:

  • The project required calculatios to be performed and validated both client and server side to provide the best possible user experience.
  • Heavy and highly-specific business rules calculations that were required to be accurate per government regulation.

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