Invest Analytica Bank Portfolio Analytical Software

Abstract

Invest Analytica software solution has been designed for one of the largest commercial bank in Sri Lanka with the aim of Banks Portfolio Management, Compliance Requirements and Management Information System Reporting in the competitive banking environment. This system is an integrated management solution, which interfaces with several back-office applications in the bank via online and offline interfaces for data extractions. As a web based application, users are able to login the Invest Analytica application through a local area network of the bank. The role based access control provides the granted privileges for system users to align with the organizations hierarchy. The main system functions such as checking current financial position, setting up profit targets, checking the compliance status, analytical data processing and report generation would be triggered by the user intervention according the user access privileges. The generated reports are being saved in the system for the future references. Also the privileged users are allowed to manage the portfolio data and user data with the proper documentation. In addition, system audit logs would be generated automatically to adhere the banks existing information systems policy requirements. The implementation concepts of Invest Analytica spans to object oriented system analysis, design and development techniques along with incremental software development methodologies. Also this software solution is natively designed with the intention of scalability, adoptability and integration capabilities of future requirements of the bank using up to date open source technologies. Invest Analytica can be considered as one of the innovative software application for any bank in Sri Lanka which capable of providing customizable solutions for effective and efficient portfolio management with interfacing enterprise level applications.