Metronic FrontEnd

Technologies:

Microsoft .NET 4.5, SQL Server 2012, Bootstrap, HighChart.

Dynamic reporting demo typically shows Family Office Dashboard with drill down capability. Data for Asset allocation, currency allocation, risk profile, Sector allocation, Sector Performance etc.. are shown on the dashboard and one can drill down further into the same.


Preview

Technologies:

Microsoft .NET 4.5, SQL Server 2012, High Charts

Custom reporting demo module is designed to demonstrate some of custom reports usually asked by Hedge fund clients (History, snapshot and Cumulative PnL & Position). The data input can be a 3rd party software like Paladyne or Advent which is absorbed into a data repository for custom reporting purposes. The demo is developed using Microsoft .NET (4.5) and has SQL Server 2012 as database. It uses high charts for graphs.


Preview

Technologies:

Microsoft .NET 4.5, SQL Server 2012, MVC framework 4.0, High charts, Data table plugin.

Customer Relationship Management (CRM) demo module is designed to help sales team monitor their leads, manage details of leads, help plan daily calling schedule for appointment setting, manage and monitor meetings, manage email campaigns etc.. The system is designed using Microsoft .NET (4.5) and has SQL Server 2012 as database. It also uses data table plugin and high charts for reporting.


Preview

Technologies:

Microsoft .NET 4.5, MVC framework 4.0, Sql Server 2012, HTML5

WAMS system is designed and developed to help project to manage work allocation, monitor progress of key projects, task allocation and daily reporting, automating and management of different documents like Minutes of Meeting, Status reports, Project updates etc. The system has been developed using Microsoft .NET, MVC framework and SQL Server as the database.


Preview

Technologies:

Microsoft .NET 4.5, SQL Server 2012, Microsoft Dynamics CRM online 2016

IDRS: Investment data repository system is a data aggregator system developed for Financial services companies like Investment management, Hedge funds and Family offices to manage multiple data sources (platforms / 3rd party systems / fund admins / prime brokers). IDRS is integrated with Microsoft dynamics CRM Online (2016) to push / pull data via API. The demo is for web system of IDRS that shows the status of various feeds, time series report, recon etc.


Preview

Technologies:

SSRS, SQL Server 2012,HTML5

SSRS Reporting demo shows broker management dashboard using SQL server reporting services.The system is designed using Microsoft .NET (4.5) and has SQL Server 2012 as database. It also uses data table plugin and high charts for reporting. It includes various tables, graphs and charts and demonstrates ConvergeSol experience using SSRS as a reporting tool. SQL Server 2012 is used as database.


Preview

Technologies:

MS Sharepoint 2013, My SQL, Python, WPF, Backstop

MicroSoft SharePoint: Wealth management portal is designed for a leading family office client to have a single version of truth across all stake holders in the family office. Microsoft SharePoint is integrated with Backstop CRM wherein holding data is fetched from Backstop using web services to generate custom reports which can be accessed by stake holders from the SharePoint portal.


Preview

Technologies:

Asp.Net MVC 4.0, Sql Server 2012, Bootstrap, 3rd party Plugins

Collateral Management: aggregates your counterparty data along with your portfolio data to track and manage margin requirements across your counterparties. it independently calculates margin requirements so you can compare to your counterparty margin calls, allowing you to respond to or dispute each.


Preview

At ConvergeSol, we are committed to long term relationships with our clients by delivering sound strategic advice and reliable, holistic solutions that enable our clients to sustain and grow their business.

We are a premier software development company focussed on providing application integration and application management software services for small-medium size businesses and financial services Industry.

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Custom Development

   Automation solutions

   Reporting and Analytics solutions

   MS SharePoint and MS Dynamics solutions.

   Automation solutions

   Mobile Application development

Product Development as a service

   Product Management

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Our clients include financial firms, startups and small / medium businesses. Some of our clients are market leaders in their space whereas others are fast growing and emerging companies.

We have worked closely with some of the leading family office clients from both Single Family Office and Multi Family Office space building, customizing, integrating and managing entire information technology applications portfolio from risk reporting to portfolio accounting to artwork and collectibles.

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Knowledge and experience in managing technology needs of Financial Industry across entire value chain for Asset and Wealth Managers, Hedge Funds and Family Offices.

Microsoft certified partner, Relativity Development partner.

Experience around Customization / Integration of 3rd party products like Advent, Charles River, Paladyne, Golden Source, Relativity etc...

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   Client Testimonials

ConvergeSol has worked on various software projects involving custom software development, data aggregation and warehousing, custom reporting solutions, Integration with 3rd party products, Microsoft SharePoint solutions etc.. Below includes list of various case studies / Insight papers developed over period of time based on our real time experience with our clients. While the list is only limited (not exhaustive) , this would give an overview of some of projects that ConvergeSol has worked on.