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Success Stories

Broker Dealer Reporting

Create and deliver daily, weekly, and monthly reports used by fund accountants, investment representatives, and compliance officers for managing commissions, marketing, and compliance. Automate the process of creating, approving, and emailing commission statements to reps.

Project Accomplishments

  • Reverse engineered existing database.
  • Developed commission statements, compliance statements, and marketing reports.
  • Automated delivery of commission statements.

Project Synopsis

CTS prepared custom reports for an investment broker dealer company within the Chicago area. When implementing a new management application called B.O.N.U.S., our client recognized that CTS would prove beneficial in developing a diverse collection of about 70 reports using Seagate's Crystal Report Writer. In addition to writing these reports, CTS developed a peripheral Visual Basic application that is used to create commissions statements, facilitate the delivery of these statements through email and fax, and post and archive these reports for both reference and later delivery.

Technologies

MS SQL Server; Crystal Reports; VB; ErWin