Portfolio Management System

We have called you in to prepare a document specifying the requirements for the development of a Portfolio Management System. We intend to put the development of this system up for tender in November if the project seems feasible. There is no existing computer-based system, and this seems to be limiting the rate of our expansion and the workload that our portfolios managers can handle. One of the main difficulties that customers have expressed is the difficulty they have in quickly obtaining an updated estimate of their portfolio value. We feel that providing customers with up-to-date information on their portfolios will enable them to react more quickly in a volatile market and foster better communication between them and their portfolio managers. In fact, I envisage being able to allow customers to hook-in to our new software System to view their portfolio. We could provide this service by a Web-interface or Android app, or other comparable interfaces.

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