Case Study
Mutual Trust is an integrated financial services firm for successful individuals, families, businesses and philanthropists. We simplify financial affairs; protecting and growing wealth through personalized service and expert advice. The Trade Order Management System (TOMS) was implemented for Mutual Trust as a web application that is used within the organization and supports Mutual Trust’s day-to-day activities.
Client Requirements
Led by a distinguished board and accomplished executive team, Mutual Trust offers every client a highly tailored level of service, built around their individual needs.
With centers of excellence that draw upon extensive wealth management, taxation, superannuation, accounting, family office, property, business and agricultural expertise, rarely are there challenges that cannot be handled entirely in-house.
The application helps Mutual Trust employees to keep track of the orders placed on behalf of their clients with different stock brokers on various stock exchanges.
Features
TOMS enables Mutual Trust employees to efficiently manage and track all client orders from a single platform. It consolidates order information, allowing staff to monitor the status and details of trades placed across different brokers and exchanges.
The system supports orders placed on various stock exchanges, providing Mutual Trust with flexibility and access to diverse markets. This feature helps employees manage a wide array of client portfolios and investment options seamlessly.
TOMS integrates with multiple stock brokers, simplifying the order placement process. This connectivity allows employees to execute trades on behalf of clients without needing to manage multiple broker platforms, streamlining operations and reducing potential errors.
By tracking each client’s orders and trades within TOMS, Mutual Trust employees can provide a higher level of personalized service. The system allows easy access to client-specific trade information, helping employees offer customized insights and support based on individual client needs.
Design Elements
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Technology Stack
Angular
.NET
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