Aydesayd developed "A personal account of the investor" for IK Aton

Development of a personal account of the investor for ATON group

Customer

ATON group – the independent investment group, oldest in Russia, working at the market since 1991. One of the largest operators on work with private investors. Works in 44 cities of the country and services more than 70,000 client accounts.

PROBLEM

It was necessary to create the simple and effective tool for portfolio analysis of the client with an opportunity to trace all financial performance from any place in the world at any time and without participation of the manager. Using this solution the company management was going to get additional benefit before competitors and the new instrument of involvement of potential client audience.

Solution

The Aydesayd company developed "A personal account of the investor" with a set of convenient tools for efficiency analysis of investments. The solution allowed to transfer execution of documentation which signing required personal presence, in the online mode. New financial instruments and services are connected far off now. When developing a frontend opportunities were used HTML5, CSS and JavaScript.

Results

The personal account of the investor developed by Aydesayd company, according to the customer, became the best solution in the Russian investment environment. Clients and the staff of the company had a tool integrating them allowing to see the broad picture on an investment portfolio and to talk with each other "in one language". Each client of ATON company has now an opportunity to browse the complete information on the assets, without spending a lot of time for collecting and information analysis.

FEATURES OF PROJECT IMPLEMENTATION

Desire of the management of ATON during creation of an office to take the best world benchmarks as a basis became key feature of implementation of this project. In the project progress it was succeeded not only to consider experience of similar IT developments in the investment industry, but also to create effective instruments of portfolio analysis by the client. In comparison with competitive solutions a system provides to the user the most complete packet of information. At the same time, the office of the client is not overloaded with functions therefore even the novice user can quickly analyze a status of the portfolio.

RESPONSES OF THE CUSTOMER

"In a new personal account the unique functionality earlier not available to clients of the Russian broker companies is implemented. The user-friendly interface allows clients to get acquainted at any time with up-to-date information about a status of the accounts opened in the companies of the ATON group, asset allocation, products in the total investment portfolio, a financial result and the yield on the investment portfolio by each account, etc. The new personal account very simply allows to sign and quickly with the electronic signature all necessary reports and instructions. Our clients remained, undoubtedly, are happy with emergence of such convenient tool". Deputy CEO, head of the block on work with private clients IR ATON Victor Dolzhenko

"The personal account created together with Aydesayd company for clients of the company is break among similar solutions in the Russian market. The project initially was ambitious, and we are glad that jointly could achieve effective objectives and receive a set of positive reviews from our clients. We are going to continue together with Aydesayd company further cooperation already over the version for iPad. We hope that this product will help our clients to have continuous access to the personal account". Managing director of the block for project management IR ATON Dmitry Svyatny