Customer Stories

Advisor Billing Application to Cater to Varying Enterprise Businesses

Overview
Business Goal
Challenges
Solutions
Impacts

About the Company

A digital transformation firm focused on providing Technology Consulting, Development Centre, Captive as a Service with an innovative approach and latest technology. With both financial and technology insights, Hexaview Technologies endeavors to provide secure, optimal, and quality solutions to your unique business requirements.

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Area of Specialization: Salesforce, Big Data, AI & ML, Cloud Computing, Business Intelligence.

Our flagship Products: ReportWa, PDF Extractor, and Video Statements enable data visualization and automation in reporting as well as data extraction.

Business Goals

  • Our prior knowledge of working with Advisor Billing and experience in the wealth management domain helped develop a valuable product at less cost and time.
  • Conducted regular pen tests to identify vulnerabilities and validate the security of infrastructure and application.

Challenges

  • The client experienced difficulties with the existing system as managing with increasing data and complicated calculation logic was troublesome.
  • They wanted to automate their current Excel-based program and convert it into an efficient web-based application.

Solutions

  • Developed an AWS-based application, which multiple users can use simultaneously.
  • Automated the whole calculation logic with a minimal user interface.
  • Generation of properly formatted reports, which are easy to analyze and more accurate.

Impacts

  • Provided users with the ability to import data files from their PMS system.
  • Enabled payout calculation at the relationship/household level for multiple payees.
  • Enabled detailed and summary report generation at different payee levels.
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