Financial Reporting Engine

Keywords: MS SQL Server, reporting engine, wealth management, investment portfolio

Technologies: MS .NET, C#, MS SQL Server, SQL Server Reporting Services (SSRS)

Extension of Microsoft SQL Server Reporting Services, allowing for full customization of financial statements and reports for High Net-Worth clients. Our client is a well-known provider of enterprise and point solutions for the brokerage industry.

Nordlogic designed and implemented the core infrastructure for customized reporting according to the business and functional requirements provided by the client. The client managed the implementation of the interfaces with the proprietary data models and business logic, and the overall integration of the Reporting Engine in the client’s product offering for Wealth Management.