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Order Management System & Web Portal Integration for Precious Metals Trading

effectivesoft.com

Financial services

Operational Inefficiencies & System Disconnect

BullionRock experienced significant operational inefficiencies due to manual data entry, lack of real-time data synchronization between its client web portal and back-office accounting software, and the need to connect with external Forex trading platforms. This resulted in increased processing time, higher error rates, and limited scalability.

About the Client

BullionRock is a trusted provider of secure storage and trading services for gold, silver, platinum, and palladium bars and bullion coins, catering to both retail and institutional clients.

Streamline Trading Operations & Enhance Data Accuracy

Automate order capture and processing from the client web portal.
Eliminate manual data entry and reduce operational errors.
Integrate the web portal with the back-office accounting system in real-time.
Enable seamless currency trading order placement through integration with Forex platforms.
Improve overall trading efficiency and scalability.

System Functionality

Secure client web portal for order placement
Automated order creation and processing
Real-time data synchronization with accounting system
Commission and fee calculation
PDF contract note generation
Data export to CSV format
Forex platform integration for currency trading
Order status tracking and notifications

Technology Stack

ASP.NET MVC

JavaScript

jQuery

PdfSharp

LinqToCsv

REST API

External System Integrations

Forex trading platforms
Accounting software

Non-Functional Requirements

High availability
Scalability to handle increasing transaction volumes
Robust security measures to protect sensitive financial data
Real-time data processing capabilities
Performance optimization for rapid order processing

Business Impact

Implementing this system will result in significant improvements to BullionRock's operational efficiency, reduced costs, enhanced data accuracy, and improved customer satisfaction. The automated processes and real-time data integration will enable faster order fulfillment, minimize errors, and support future growth.