our difference

case study: investor proposal engine

  • From start to finish
  • On time and on budget
  • 90 days

The Setting

Financial services company with high market-value clients and a large base of financial advisors needed help in rolling out a new program. This program enabled their clients to invest money in one comprehensive portfolio and allowed the Financial Advisors to create the proposal using a web-based software application.

The Challenge

Proposals were being generated manually using copies of word documents, excel spreadsheets, and PowerPoint files. The customer wanted one common proposal format that would speed processing and allow all customers to share the same advisor experience.

In addition, the customer wanted a single place to house all logic regarding portfolio allocations and the ability to quickly change the makeup of the funds and managers that comprise a given investment strategy.

The Solution

e-brilliance led the effort to implement a web-based proposal generation system by providing technology guidance, architecture and design expertise, application development services, and application support. The application was delivered on time and under budget and continues to be maintained and enhanced by e-brilliance.

Project Highlights

  • Executed a solutions search for scalable and efficient delivery of PDF content in a J2EE application container (BEA Weblogic)
  • Implemented an XML-based template engine to allow for easy maintenance of the PDF report output without the need for additional coding
  • Delivered project live to production on time and in budge
  • Intelligent back-end system calculates best breakdown of investment funds based on entered data and proprietary investment strategies
  • Ability to duplicate and/or modify any investment proposal for "what-if" scenarios
  • One-click generation of printable PDF report representing the investment strategy for the customer

Key Benefits

Now, the customer's Financial Advisors deliver one standard proposal format to all clients. The application can be easily tuned to change portfolio investment options, graphics, and text. Additionally, all past Advisor proposals are available at all times for review and modification.