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Success Stories

Internet Access To Accounts

Provide value-added internet access to an investor's holdings contained within brokerage accounts, mutual funds, and adviser accounts.

Project Accomplishments

  • Provided online trading to investors.
  • Provided planning tools to analyze and monitor an investor's holdings.
  • Developed a scalable architecture utilizing J2EE.
  • Managed a project of 30+ team members including senior management, business stakeholders, content developers, and application developers.

Project Synopsis

CTS was responsible for managing the deployment of significant enhancements to our client's website. The client had multiple types of accounts that could be utilized by investors. Brokerage accounts, mutual fund accounts, and adviser managed accounts are all maintained on separate vendor provided platforms. In order to access these multiple account types, an investor would need to login in to multiple applications and could not see a consolidated view of their holdings. This project was successful in allowing investors to manage all of their accounts from one website. Additionally, value-added features were introduced such as planning tools, watchlists, and premium research formerly unavailable to the investor. To achieve these results, a scalable architecture was developed that leveraged Java and J2EE. Additionally, BroadVision was used as a personalization engine allowing the client to target content to investors based on their holdings and preferences. This architecture relied upon XML interfaces between application layers from third-party vendors.


Java; J2EE; XML; WebLogic; BroadVision One-to-One; Perl; UNIX; Sybase; Windows NT; ErWin; Rational Rose; UML