Critical Issue:

A large investment advisory firm needed a new website and robust retirement planner to compete for its clients private portfolios.

Project Roles Provided:

Custom Software Development, Custom Web Development, Testing and Training

Technologies Used:

Visual Basic, ASP.Net, SQL Server, Flash, Charting

Services/Applications Provided: 

A secure web application with specified HIPAA controls was delivered per functional specifications.  To meet the deadline, we had to design the database versus waiting for the internal DBA’s to find time.  The application was tested and turned over to internal IT after onsite training.

Results:

The client got a world class, interactive retirement planner and new website.  They were able to use the new planner to help win the business of one of the nation’s top banks.