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Desktop Systems - PCs White Papers

BEA and Finaplex Deliver Synchronized Client Portal and Advisor Desktop for Simplified Wealth Management, Reducing Overhead and Increasing Client Retention

Tags:
desktop systems - pcs

Overview Leading Global Investment Bank wanted to distribute more fee-based products as part of a holistic wealth management solution and facilitate collaboration between clients and financial advisor teams. The challenge was to empower clients with consolidated, real-time information on demand and automate and integrate disparate accounting and investment systems for data and workflow continuity. The bank deployed BEA systems for its solution and implemented client portal, advisor desktop, and online back-office administration powered by BEA WebLogic Enterprise Platform and Finaplex Wealth.

Further White Paper Details
Publisher	BEA Systems	File Format	PDF
Date Published	June 2003
Format	Case Studies
Topics	Desktop Systems - PCs, Portals

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Channel:
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bea

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Channel:
WebWatch
Tags:
bea,
google

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Channel:
Applications
Tags:
oracle,
11g,
middleware

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