Private Wealth/NYC based – Custom Development
Challenge
A private wealth Advisor, based in New York City that provides investment counsel/advisory services requested a custom database & front-end development that is fully automated to be more efficient in delivering investment reports to their clients. The client wants to move away from their manual procedures and solve the limitations of their current database program through partnering with IEVERS.
Strategy
After doing internal assessments and analyzing existing databases and systems, Ievers developed a plan to automate the manual procedures in reporting bond trade information and build a custom database that is cost-efficient and is specific to the clients’ needs.
Solution
Ievers developed a powerful global infrastructure that provided the client a customized and automated system while preserving historical data. It reinforced the natural progression of a system build-out which involved integration of market data sources. In addition, Ievers provided 24/7 support with its partnership with a premier and industry recognized hosting company.
