Creating Application for Providing Offers for Prospective Customers

Project Description

This project is a continuination of a previous project and will be awarded to the same expert from the previous project.

Financial Portfolio

The scope of the project is to create an application that would support the process of creating offers for the prospective customers. The application need to provide an easy solution to create an inventory of the current portfolio of the customer and provide a mechanism that through calculations propose a portfolio that would be ideal for the prospective customer’s need. The content of the proposed portfolio is filled by the user, but the solution need to provide control mechanisms to facilitate the creation of the new proposed portfolio.

Description

The application will be developed in Excel, it need to work with Excel 2010, 2013 and preferably with 2016 as well.

The application will have the following functionality:

• Data entry for the current and the proposed portfolio
• Possibility to categorize the portfolio items (debt, equity, style box, other categories)
• Overview of the current portfolio from the style boxes perspective Possibility to model the style boxes of the proposed portfolio
• Control mechanisms to show the user if the amounts in the current and/or future portfolio is not allocated correctly (missing amounts, non-balanced amounts)
• Presentation of the current and proposed portfolio in detail in style boxes
• Print layout for the current and proposed portfolio
• Side by side comparison of the present and the proposed portfolio
• Connection to the portfolio categorization data from the existing FPM application
• Possibility to export (copy/paste) portfolio categorization from the FPF to the FPM application

References

• Mockup of the application made in excel during the initial definition of the scope (see attached)
• Notes from the meetings during the definition of the scope – Comments on the mockup (see attached) Present financial portfolio sample (see attached) Proposed financial portfolio sample (see attached)
• Side by side comparison of the present and proposed portfolio (see attached)