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Success Stories

FundStation Integration

Publish performance of mutual funds on a daily basis to multiple internal and external customers.

Project Accomplishments

  • Validated performance calculations.
  • Converted legacy data and reconciled differences in computed performance measures.
  • Interfaced to fund accounting systems.
  • Created several hundred outbound reports and data feeds to internal and external customers.

Project Synopsis

CTS played a leadership role in the implementation of FundStation for two significant mutual fund companies. FundStation is a product developed by Confluence Technologies that computes returns and yields for mutual funds based on daily prices and distributions. FundStation can then generate custom reports that are distributed to internal and external customers. CTS worked with the multiple business and technical units to define required information needs and technical interface requirements. Daily mutual fund prices and distributions were automatically loaded while email, fax, printer, and file interfaces were completed to allow for the distribution of fund performance information to internal systems such as internet applications and external vendors such as the NASDAQ and MorningStar.


Windows NT; Visual Basic; UNIX; C/C++; MS SQL Server; Sybase; Crystal Reports; RightFax; MS Exchange; Lotus Notes; Argent (scheduler); WinFax; VMS; C-Port