The client partnered with Virtusa to develop an integrated information system for multiple sources, which was enabled with comprehensive oversight and with access across all accounts owned by the acquired firms.
Virtusa focused on implementing the following operations and process workflows:
- Writing an in-depth analysis of the client's aggregated transaction data
- Collecting order performance data from various sources
- Creating customized customer portfolios to provide intelligent investment advice for clients
- Analyzing, designing, and developing the project components
- Identifying fund performance using performance charts, statistics, fund allocation, and contribution charts