Investment Advisory Management System Design And Implementation

After the us subprime mortgage crisis, the global financial markets aredeleveraging, carries on the system innovation and change, China’s capital marketsare no exception, into the deep water area, reform on January1,2011implementationof the interim provisions on the securities investment consulting business of securitiesmarket is a major change. It made great changes in the securities brokerage businessrevenue model. The securities investment consulting business launch makes thesecurities brokerage business from simple channel services to professionalvalue-added service transformation. Before launch investment advisory business,means of competition between brokers homogeneity is very obvious, the main meansis to rely on commission, with lower and lower commissions, formed a lose-losesituation. China Securities Regulatory Commission timely launch investment advisorybusiness to break the deadlock, most brokers to develop the investment advisorybusiness, seize market opportunities to realize brokerage business model of rapidtransformation. The rise of the investment advisory business is related to theinvestment advisory management software provides a broad market, brokerage, byintegrating various elements such as technology, information, management system,and build an effective customer service system, investment advisers to providecustomers with personalized service.This article is based on the current investment adviser business developmenttrends, investment consulting service as the core, convenient for managementinvestment advisory business and investment advisory services customers design astrong platform for the job, starting from the actual working process of an investmentconsultant, investment advisers provide huge amounts of information, comprehensiveanalysis of the customer, quickly generate professional customer investment report,timely response to customer demand, convenient investment consultant and clientone-on-one interaction and communication service, realize the investment adviserdaily work management and performance evaluation, improve the whole efficiency ofthe investment adviser, to provide customers with faster, more personalized, morehigh quality service, improving customer loyalty. This paper adopts the object-oriented design method, using B/S mode systemdesign of the system structure, through the use of the vertex LiveBOS softwaredevelopment platform and ETL data integration platform can implement the dataconversion from qualitative analysis to quantitative analysis, messages from theinteractivity to the intelligent, adopts the apache software for WEB middleware, useraccess network isolation, balance the effect of load balance, through the WEBmiddleware scheduling, based on middleware server load case, automatic forwardingneeds to light load of server, improve the system response speed, reduce the burden ofsystem, improve the utilization rate of resources.