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Technology Advantages:
Advisor Station is designed in
a modular fashion that allows the product to easily plug and unplug features such as the CRM, Record Keeping System, Market
Data Provider, financial calculators, etc. based on client preferences. The overall product architecture is built on top of
a proven J2EE framework that is highly scalable and extensible.
· Flexibility – UI can be completely restructured,
uses XML and XSL style sheets
· Customized Reports- All forms are developed using Crystal Reports, a market
leading report development tool.
· Scalability - Was designed from the outset for high throughput
· Adaptability - Has been designed in a modular fashion. Each module encapsulates the respective functionality. User Interface
is permissions based and easy to customize and adapt to your needs
· Robust Security Module – User-level
permissions and entitlements restricting access down to field level. Users can be assigned to groups, branches, and firms
at different hierarchies
· Detailed audit tracking and reporting – all actions and updates are fully auditable
· Accessibility - Zero Footprint on PC. Browser based, accessed via Internet, Intranet, or Extranet
· Highly Supportable - Easy to install or upgrade. Benefit from new releases and external application maintenance
· Portability - Application written in Java and can run on any JVM (Java Virtual Machine) OS of Linux, NT or Unix
· Flexible Database – The product is designed initially to work with a SQL2000 data store and can be easily migrated
to Oracle or DB2 depending on client preference
· Modern Authentication – Identifies, tracks and logs each
unique user and allows single sign-on authentication across connected systems
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