Bloomberg Data Capture & Distribution
Reporting / Business Intelligence
This project involved building a SQL Server and .Net Win Forms application that imports and stores worldwide equity pricing from Bloomberg database servers and makes the data available to advisors, analysts and other systems in native SQL format, CSV, TXT, and XLS formats as required. An Excel add-in tool was also developed allowing users to access equity pricing data and view it within their spreadsheets.
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Investment Income Management Application
Accounting / Financial
We replaced some legacy systems with a new application to track dividend and interest income for clients. The application produces client tax statements and reports on the complex tax deductions that apply under different international tax structures.
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Cash Management Account Statements
Accounting / Financial
This SQL Server based system stores client transaction data from a legacy system, so new customer statements can be produced each month. The new statements include an improved layout with considerably more information than the old, and can be produced to cover any historic period by approved staff throughout the organisation.
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