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

Portfolio Management Services

A portfolio in securities market refers to basket of securities that a person has invested into. Sometimes this includes Debt Instruments, Mutual Funds and even Bank Balance in addition to regular equities. The person designated to manage the portfolio is called Portfolio Manager. The Portfolio Manager advises, manages and administers the securities and funds on behalf of the entrusting client. The service is offered by a portfolio manager under a specific license from Securities and Exchange Board of India. This service is very similar to the one provided by Mutual Fund Managers. The difference between a Portfolio Management Service (PMS) and Mutual Fund (MF) is that of customization. In most cases MFs have preset schemes and investors join and exit those schemes at various points of time at prevailing Net Asset Values (NAV). In PMS, the client and the portfolio manager chart out specific needs of the client and the manager manages the portfolio in accordance to those needs. Sometimes the portfolio manager may also have separate ready schemes for client to choose from. As a result of this customization, client, with his specific needs, benefits. The service level in the form of reporting transactions, holdings statements etc., also are comparable or even better than that of a mutual fund.

In short, a Portfolio manager manages client's wealth more efficiently; reduce risk by diversfying across assets, sectors and funds, and improvise on returns. Expert Portfolio Manager's endeavour to find best of avenues to achieve optimum returns at managed levels of risk.

This service could also be called as "transparaent collective investments" where you get an upper hand and more ways than one.

Benefits of PMS

• Constant Portfolio Monitoring
• Professional Management
• Diversification
• Defines the customized risk and return
• Transparency
• Flexibility
• Disciplined approach in Investing