Investor Database

Written by Michael McAlary

Service Area: Behavioural Analysis and Economics

Industry Sector: Financial Services - Funds Management

Situation/Responsibility

The client's business was becoming more complex and therefore required a new and more robust investor platform.

Risks/Challenges

The main challenges were to:

  • Develop a sophisticated investor to fund allocation tracking database.
  • Manage software upgrades while maintaining production data.
  • Build reports to assist data integrity of related records with time differences of up to three years.

Achievements

The main achievements were:

  • A fully functional investor database was delivered on time and within budget.
  • New features were added over time within new releases with no loss of production data.
  • Data Integrity features were used extensively to support record updating and maintenance.