Case Studies by Client | IT Solutions

Client: SEI Investments

Overview: Investor Profiler and Wealth Management

Project Description: Fourth Technologies was engaged in the design and development of the IPWM System for the investment advisors and investors of SEI Investments. The internet profiler needs advisors to enter information to identify the goals, risk tolerance, priorities etc of the investor and based on the scoring of the investor and the investment amount, the profiler engine will generate proposals and reports, which will contain investment recommendations specific to the investor in PowerPoint and PDF formats. The advisor’s dashboard will have information about his prospective clients, current clients, tasks, today’s jobs etc and a detailed reporting module is provided for each section.