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Australian investment management product that serves to organize professional management of different securities and assets.
Investment Banking & Brokerage
FDA Operator is an Australian financial operator, which offers a number of managed account, client portfolio and administration services to financial planners, advisors and other AFS licensees and their Clients. The goal of the project was the creation of the online-platform for investing in the fastest and the most convenient way.
Computools worked on the development of application FDA Operator, the financial instrument intended for capital investment in deposit and securities. Financial instruments in the project are the stocks of the local Australian and large global companies and profitable deposit programs of banks. Investing online is available from anywhere in the world. With the help of this web application, the investor has an opportunity to buy financial instruments calculating incomes and risks. Besides, he has the opportunity to buy stocks for risk minimization, for counting incomes of holdings of shares he has chosen, for tracing of the market data for the past period.
The need to develop and implement many statistical methods
Creating algorithms for processing a large amount of information
Increasing the speed of calculations
The online-platform for investing in the fastest and the most convenient way
Ample investment opportunities
The opportunity to buy stocks for risk minimization, for counting incomes of holdings of the chosen shares
The opportunity to invest online from anywhere in the world
To communicate with the client, we always build a convenient communication system that takes into account the features of cooperation and is suitable for all participants. For this project, Skype was chosen as a way of communication for conferences, discussions and quick decision-making. To exchange information, an email was used.
A fruitful project collaboration begins with counseling. At this stage, our experts identify the main objectives of the project, conduct market research, look for ready-made solutions. Risks are also calculated and potential barriers are predicted.
The design phase includes two large processes carried out in parallel. The project specification is created: a step-by-step algorithm of actions for the project. The final specification is formed after the completion of the project. An interactive prototype of the future service is also being created, which allows to study the basic functionality and get detailed feedback from the customer.
Next, we create a team specifically for the needs of the project: we select specialists whose skills and experience will allow us to realize all the tasks of the project at the highest level of quality. As soon as the team is formed, a methodology is selected and tasks are distributed among the performers. The project manager carefully monitors their implementation and always quickly responds to any questions that arise.
Digital platforms and project technologies are determined by the tasks that need to be performed and the functions that should be in the finished product. Large-scale projects require an integrated approach and many solutions. We are always ready to satisfy all requirements.
C# is a modern, type safe object oriented language that enables programmers to quickly and easily build solutions for the Microsoft .NET platform. C# being a .NET language, supports language interoperability, i.e. C# can access code written in any .NET compliant language and can also inherit the classes written in these languages.
ASP.NET MVC framework is a lightweight, highly testable presentation framework that is integrated with the existing ASP.NET features, such as master pages, authentication, etc. It is ideal for developing complex but lightweight applications; provides an extensible and pluggable framework, which can be easily replaced and customized. Utilizes the component-based design of the application by logically dividing it into Model, View, and Controller components. This enables the developers to manage the complexity of large-scale projects and work on individual components.
Microsoft SQL Server is a relational database management system (RDBMS) that supports a wide variety of transaction processing, business intelligence and analytics applications in corporate IT environments. It is a scalable data platform which includes several ETL (Extract, Transform and Load) tools and reporting services where data can be added, modified and queried using a standardized structured query language (SQL).
ADO.NET is a data access technology from the Microsoft .NET Framework that provides communication between relational and non-relational systems through a common set of components. ADO.NET provides consistent access to data sources such as SQL Server and XML, and to data sources exposed through OLE DB and ODBC. Data-sharing consumer applications use ADO.NET to connect to these data sources and retrieve, handle, and update the data that they contain.
Entity Framework is an open-source ORM framework for .NET applications supported by Microsoft. It enables developers to work with data using objects of domain-specific classes without focusing on the underlying database tables and columns where this data is stored.
LINQ (Language Integrated Query) is uniform query syntax in C# to retrieve data from different sources and formats. It is integrated in C#, thereby eliminating the mismatch between programming languages and databases, as well as providing a single querying interface for different types of data sources.
Cascading Style Sheets (CSS) is a simple mechanism for adding style (e.g., fonts, colors, spacing) to Web documents. CSS3 is the latest evolution of the Cascading Style Sheets language. It brings a lot of new features and additions, like rounded corners, shadows, gradients, transitions or animations, as well as new layouts like multi-columns, flexible box or grid layouts.
HTML5 is a programming language whose acronym stands for Hyper Text Markup Language. It is a system that allows the modification of the appearance of web pages, as well as making adjustments to their appearance. It also used to structure and present content for the World Wide Web and a core technology of the Internet.
A DataSet is made up of a collection of tables, relationships, and constraints. DataTable represents one table of in-memory relational data; the data is local to the .NET-based application in which it resides.
The specification is created at the design stage of the project. It is a list of project activities to be completed. Thanks to the preliminary specification, the project work is carried out according to the already drawn up plan, and the final specification is formed at its end.
A team is formed individually for each project. The team of experts was assembled to successfully complete this project. Each specialist has the necessary skills, knowledge and experience to ensure the high quality of performed work. Throughout the project, the productivity and effectiveness of the entire team are constantly maintained.
The key to successful work on the project is the constant maintenance of the effectiveness and productivity of all team members. To do this, we hold various meetings, practice brainstorming and other methods of creating innovative solutions and troubleshooting.
The internal communication of the team was conducted through Skype. In a working chat, current issues were discussed, necessary meetings were held and urgent issues were resolved. To manage the project, Trello was selected, allowing the Project Manager to distribute tasks, monitor their implementation and status.
To work on the project, the optimal methodology is selected, which determines how the code will be developed, tested and released. For this project, Scrum, a flexible agile methodology, was chosen.
Scrum addresses complexity in work by making information transparent, so that people can inspect and adapt based on current conditions, rather than predicted conditions.ransparency of common terms and standards is required in Scrum development to ensure that what is being delivered is what was expected. Frequent inspection ensures progress and detects variances early on so that adjustments can be made quickly. The most common Scrum events for inspection and adaptation are: Sprint Planning, Daily Scrum or "Stand Up", Sprint Review, and Sprint Retrospective.
The development was divided into conventional parts since Scrum was chosen as the methodology. This allowed testing already created code and making quick fixes. Code combining and additional testing were also carried out according to the compiled plan.
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The launch of ready-made services was carried out in accordance with the agreed plan. Since the development was divided into stages, the launch also took place in stages. After each stage, additional tests and checks were carried out.
Transfer to the customer’s servers was carried out in stages as well. All actions were agreed on both sides, thanks to which the tasks were completed quickly and without delay. After the transfer was completed, tests were conducted confirming the performance of the developed pages and services.
Educational videos and tutorials were not required for this project. The intuitive design and simple functionality that fully meets the requirements of customers make the use of the service simple and understandable to any user.
Close cooperation with the customer made it possible to more fully understand the requirements and needs during the project. The chosen methodology significantly accelerated the speed of developing a web application and allowed us to complete all the tasks at a high level of quality.
In the first months after the introduction of the new application and services, the Customer noted a rapid expansion of their customer base and high-profit growth. Subsequently, maintenance and support were offered to provide web application with necessary updates.
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