Customer Stories

Portfolio Rebalancing Engine - Trade Order Management System

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

  • Being a leading digital transformation firm, Hexaview's major success lies in its relationship with technology.
  • We carefully analyze each tech decision and are committed to innovating our processes without end.
  • We are highly flexible with the solutions to meet the client's unique requirements.
  • Our experience in developing an OMS in other projects made the implementation swift and smooth.

Challenges

Solutions

Hexaview assisted in the development and documentation of the requirements; the design of the rebalancing engine, the development of manual testing, automation testing, and performance testing strategy plan and test cases; and the execution of testing and implementation of the solution into production. We performed the following functions:

  • Designed, built, and tested a full-featured rebalance engine.
  • Developed a data synchronization between the OMS and the client’s internal database. After the data reconciliation process, the data synchronization application is scheduled to run at regular intervals to transfer data to OMS.
  • The engine supports auto-scaling to handle the user load easily.
  • Provided a number of additional features to the OMS, such as improved security for user login and new reporting.
  • Provided post‐implementation support and transitioning to an application support team.

Impacts

  • A state‐of‐the‐art rebalancing engine for its order management system provided the client with enhanced operational efficiencies as well as improved marketing capabilities in its business development activities (i.e.: recruitment of new advisors to their service offering).
  • Automated and simplified portfolio rebalancing, saving advisors valuable time and significantly improving the overall portfolio rebalancing process.
  • Minimized trading risks due to comprehensive testing of the new rebalance engine.
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