Projects

Ball

AN INNOVATIVE CRM ONLINE PLATFORM

Ostral systemised an investment firm business operations and subsequently developed the Portfolio Tracker platform. The Portfolio Tracker provides the following key areas of functionality: - Dashboards and Interfaces accessed by administration staff, financial advisors and their investors. - Automated documents generation process such as certificates, statements and letters - Bank reports and account reconciliation tools - Investment management and case allocation tools - Interest /Income calculation and automated statement production - Communications tools for investor relations - Extensive reporting tools showing investments across multi-currencies

After completing the project in 2012, Ostral has been providing technical support and system maintenance under Service Level Agreements with its customers.