Iron Financial

About This Project

The Client

Iron Financial is an asset manager and RIA serving a diverse set of private investors and institutions. They manage investment portfolios across core and alternative asset classes, as well as provide comprehensive solutions to the qualified retirement plan marketplace.

The Challenge

Iron Financial was in need of a web-based, secure system to automate trade ticket capture and tracking, holdings maintenance, securities maintenance (Equities, MF’s, ETF’s, Bonds, Swaps), trade reconciliation, exception reporting and more for their MorningstarTM 5 star rated high-yield fund and other assets. There were off-the-shelf application options, but none that were flexible, customizable and cost effective enough to meet their needs.

The Solution

Iron Financial chose Edgilent as their sole application development partner in this initiative to design, develop and implement a state of the art web-based application. Edgilent’s consultants worked closely with Iron personnel throughout the project and process lifecycles to roll-out a C#, ASP.Net, SQL Server based web application called Iron Elements TM on time and under budget.

The Results

The application has been extremely well received by the asset management user community at Iron and plans are under way to roll-out Iron Element™ phase II to handle Options and other derivatives.

About Edgilent

Headquartered in Schaumburg, Illinois, Edgilent is an information technology service provider whose mission is to provide technology services that drive business value. Our core competencies include application development, e-commerce, data management, analytics and cloud migration services.

For more information, call 847-221-8160.

Edgilent 2030 E. Algonquin Road – Suite 409, Schaumburg, IL 60173

Date

March 28, 2015

Category

Application Development