1 / 8

Mutual Funds on the Internet Banco Fonder

Mutual Funds on the Internet Banco Fonder. Lars Nordqvist Alfred Berg Data AB. The Company. Banco Fonder is a Swedish based mutual funds manager Owned by Alfred Berg Holding AB (ABN Amro) 13 GSEK (GUSD 1.5) under management in 30 funds 175 000 customers mass market profile

addo
Download Presentation

Mutual Funds on the Internet Banco Fonder

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Mutual Funds on the InternetBanco Fonder Lars Nordqvist Alfred Berg Data AB

  2. The Company • Banco Fonder is a Swedish based mutual funds manager • Owned by Alfred Berg Holding AB (ABN Amro) • 13 GSEK (GUSD 1.5) under management in 30 funds • 175 000 customers • mass market profile • large spread in customer holdings • average customer saves 400 SEK per month • 54 employees • Resellers sells the funds • Cooperation with non profit organizations (NPO)

  3. The Business Background • Add customer capabilities to existing site • trading • attracting and signing new customers • in-depth account information • access to customer’s data • Reseller application • managing reseller’s customers • trading on behalf of customer • Service to NPOs • kick-back information • campaign statistics

  4. The Project • Pre-study autumn 1997 (AU-System) • Functional specification spring 1998 (Digital) • Implementation autumn 1998 - summer 1999 (Compaq, CAP Gemini, Netsolutions)

  5. The Requirements • A common system for all remote user categories • A platform for future expansion • A platform for future client types • A platform for other Internet / e-commerce projects • Transaction integrity • Redundant • Scalable • Interchangeable

  6. Web application API RTR Authentication FTP RTR RTR LDAP i/f ODBC i/f Tele/Direct marketing NT Historical data SQL Server NT Fund/Client administration OpenVMS Authentication data NS DS, Solaris The System - View 1 Client layer Application layer Application server Cache Data layer

  7. FW WLBS Web srv Web srv FW App srv App srv Auth srv Auth srv Leg Leg Leg The System - View 2

  8. Thank you!www.banco.se Lars Nordqvist Alfred Berg Data AB Box 70447 SE-107 25 Stockholm lars.nordqvist@alfredberg.se

More Related