Brokerage Management Application

A web app that facilitates the communication between a client that needs to finalize a trade order, an executing broker and a clearing broker.

OVERVIEW

BMA (Brokerage Management Application) is a web application that facilitates the communication between a client that needs to finalize a trade order, an executing broker and a clearing broker.

The application generates the required documents for the trading relationship between the three parties and ensures the secure sending and receiving of such information.

It ensures a secure medium of communication and helps the parties generate and manage the documents with a minimum amount of effort.

With the Brokerage Management Application, you can:

  • Send faxes;
  • Customize documents based on your needs;
  • Know what forms you need to fill out (you won’t forget and you won’t fill out the wrong form);
  • As an admin, manage all types of app’s entities and help users in case they report problems;
  • As an admin, generate various reports regarding users’ activity.

KEY FEATURES

Here is a list with some of the main features for the web application:

  • Compose various agreements and forms according to legal standards;
  • Import and export files and data;
  • Search functionality with an advanced filter;
  • Export grids as PDF/Excel files;
  • Different levels of application access;
  • Encrypts all Client Information in the database;
  • Send various predefined forms via: Fax, Email, Secure, Electronic.

SCREENS

The following screenshot illustrates the Dashboard, where users can review the number and status of various items within the application:

Picture 1

The following screenshot highlights various advanced filters and the output displayed after performing a search action.  The application allows the user to search for data by using multiple filters: Status, Document type, Account Number, User, Date Sent, Date Received, and more:

Picture 2

The following screenshot displays the Compose Wizard that allows users to manually compose various agreements and forms to interested parties:

Picture 3

The following screenshot illustrates the Import Manager. In this area, users can import various types of files that are processed by the application:

Picture 4

PLATFORM DETAILS

  • Environment: Windows 7, 8, 10
  • Development technologies: ASP.NET 4.0, C#, SQL Server 2008, Visual Studio 2008, iTextSharp (for PDF conversion), eFax (for sending documents via Fax)
  • Requirements: Chrome, Firefox


TECHNOLOGIES used for this Case Study:

C#

C#

.NET Framework

ASP.NET

Microsoft Windows Communication Foundation 

SQL Server 2008

 




Recent posts on our blog
AngularJS – how to write a simple application for listing products
Sep 01, 2016, by AdrianC
In the first article you got to know something about Angular, and now it's time to get underway and see it in action.... read more
Programmers are bound to make an impact on the Romanian administration
Aug 31, 2016, by VladC
The Romanian Government tries to develop a new platform called GovITHub, which is designed to simplify all aspects regarding the Romanian public administration.... read more
Romanian students innovate at Microsoft's Imagine Cup
Jul 14, 2016, by BogdanD
Romanian students, Flavia Oprea, Iulian Mateșică and Cristian Alexandrescu from the Polytechnic University of Bucharest won the Innovation challenge in Microsoft's Imagine Cup competition.... read more


Products  |  Press  |  Site Map  |  Technologies  |  Terms of Use  |  Privacy Policy
© 2017 SBP Romania. All rights reserved.