GigCity provided database development services.
Financial Services Client database solution using Microsoft SQL. This relational database (RD) solution was used to track client data. The database tracked relationships between the client and every person related to their account(s) - financial institutions, accounting firms, lawyers, beneficiaries and the like:
- Synchronized with Security APL to post client portfolio totals from previous day of trading.
- Microsoft office integration for letter templates & mail merges.
- Palm Pilot synchronization for offline access to mission critical data.
- Designed reports using Crystal Reports (monthly & quarterly reporting).