The Bullfinch Framework

Overview

Bullfinch WM Platform is designed on a robust, flexible, modular, layered architecture that allows you to introduce new modules, channels, business processes, and external interfaces based on its specific needs. The product can be easily interfaced with other back office systems, broker-dealer systems for order execution, and fund distribution systems for fund subscriptions and redemptions.

The architecture and data model of Bullfinch WMS are designed in a manner to offer optimum performance, scalability and ease of maintenance. This highly flexible product can be linked with other surround systems, thereby, reducing the costs and complexity of migration.

Advantages of Framework

• Pre designed business process
• High degree of configurability
• Robust, Flexible, Modular
• Minimize development and customization effort
• Fast implementation

Development Tools

Bullfinch has been developed with all state of the art software tools to make user experience a more flexible, reliable and robust architecture. Microsoft .NET Framework 3.5 and Microsoft Visual Studio .Net 2008 has been used as its development platform to provide an extra-ordinary Graphical User Interfaces at its Front End. The Back End Database has been designed with the popular and widely accepted Microsoft SQL Server 2005.

Design Pattern

Model View Presenter (MVP) design pattern is adapted to develop Bullfinch application. The advantage of this pattern is that there is a clear separation of responsibilities between the user interface, application logic and domain layers. This makes the code streamlined and reusable

Bullfinch Features / Benefits

Key Features

• Robust, Flexible, Scalable Framework
  
• Real time Order Processing & Risk management
  
• 360 degree customer view with smooth navigation 
  
• Relationship based statements and Client Reporting 
  
• Control reports and MIS across / within asset classes
  
• Multi-entity, Multi-branch and Multi currency capability

Business Benefits

• Increase client retention       
•   proactive, personalized communication based on alerts


• Includes comprehensive view/reports      
•     To track drifts and portfolio performance

• Gain additional assets under management 
• Identify under performing held-away assets for    conversion to more appropriate firm products          
• Increase firm’s book of business - 360-degree client views


• Reduce risk by building compliance into the wealth management workflow
• Improve advice consistency by setting management ranges, firm-endorsed products based on wealth tiers

Bullfinch Suite - Overview

If you are interested to know what is the offering by KGfSL for Wealth Management, I hope this post will answer your question.

Bullfinch (PMS) is a versatile system with investor servicing modules and web-interface for managing your client’s investment needs.

Cater to your client’s specific requirements with the help of our solution for

• Discretionary Portfolios
  
• Non Discretionary Portfolios
• Advisory Services

Covers comprehensive set of asset classes:

• Equities, Derivatives, Mutual Funds, Debt (Bonds)
  
• 3rd party PMS, Structured Products, Commodities 

Service your customers with:

• Relationship Manager’s Dashboard to allow your RMs to get a 360◦ view of their clients and track their portfolios and performance
  
• Customer’s Portal to allow your customers to view their specific reports

        Functional Block Diagram 

• An End-to-end Portfolio Management & Accounting Suite
  
• Enable Client, Entity accounting across various asset classes 
  
• Wide Investment options within a single unified platform
  

Wealth Management Solution from KGfSL

Wealth Management

• Experience the flexible, reliable and robust architecture


• Instant, fast and accurate in evolving market conditions


• Monitor your asset performance constantly
  


• Unified view and analysis across asset classes
  


• Sound decision-making advise based on information and analytics
  


• Improve productivity through easy-to-access information, and efficient collaboration tools