Analytical Portfolio Monitor

Customer

The customer is a privately held financial institution providing Energy Trading Risk Management and Compliance solution, which is marketed to energy derivatives market participants in the US.

Challenge

The customer needed a solution that will provide portfolio analysis and management according to Dodd-Frank Act on top of executed trades. Application should allow portfolio and virtual portfolio management, desk and book management, SDR monitoring, trade capture and browse, reporting and more.

Solution

OB&T team of Software Engineers and QA’s developed, tested and fine-tuned newly created a desktop-based application with the use of DevExpress.

Results

OB&T provided full-cycle development services to the client: from mockups design and application architecture/logic implementation to performing testing and integrations. Implemented solution was accomplished with the installer as well as design and administration documentation.

Technologies & Tools

Technologies & Tools: .NET Framework 4, WPF, Oracle 10i
Programming Languages: C#, SQL, PL/SQL
Frameworks & Protocols: DevExpress, XML, XSD
Asset Classes: Futures, Futures Spreads, Options, Swaps
Regulations & Reforms: Dodd-Frank Act