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         Tools
Financial Tools
 

E-Portfolio

Description

Netwise-Praksis E-Portfolio is a flexible, easy-to-use web based portfolio management tool perfect for financial institutions looking to serve its customers online.

One important feature of this application is that financial institutions can capture user information and track their online behavior and preferences. Analysis of this information provides the basis for the creation of customized financial products and services for users in the longer term.

Features and Benefits

Users of the Netwise-Praksis E-Portfolio are able to:

  • Buy and sell stocks.
  • Check real time stock prices and use these prices in their transactions.
  • Calculate the dividend that their stocks generate.
  • Track their previous transactions on daily, weekly or monthly basis.
  • Modify their portfolio and develop what-if scenarios to aid them in their decision-making process.

Database: Microsoft SQL Server
Middle Layer: Microsoft ASP.NET
Operating System: Windows 2000, 2003


Budget Simulation

Description

Netwise-Praksis Budget Simulation Tool is a web based application for financial services institutions to provide their individual customers an overview of their personal financial situation. The Budget Simulation Tool allows users to plan and track their personal savings, expenditures and investment plans.

Features and Benefits

  • By inputting their complete income and expense information, users are able to calculate a variety of ratios useful in evaluating their financial situation.
  • Users may create different financial portfolio scenarios by changing their income and expense data.
  • Different investment and financial product alternatives are presented to the user based upon the data provided.

Database: Microsoft SQL Server
Middle Layer: Microsoft ASP.NET
Operating System: Windows 2000, 2003

Fund Performance Comparison

Description

Designed for financial services institutions, Netwise-Praksis Fund Performance Comparison Tool allows end users to compare the performance of their various investment funds.

Features and Benefits

Users of the Fund Performance Comparison Tool are able to:

  • Compare fund prices within a given time span and by fund type.
  • View results in chart and graph form.
  • Compare fund performance to alternative investment products such as stocks, bonds or foreign exchange.

Database: Microsoft SQL Server
Middle Layer: Microsoft ASP.NET
Operating System: Windows 2000, 2003

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