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Mutual Funds on the Internet Banco Fonder

Mutual Funds on the Internet Banco Fonder. Lars Nordqvist Alfred Berg Data AB. The Company. Banco Fonder is a Swedish based mutual funds manager Owned by Alfred Berg Holding AB (ABN Amro) 13 GSEK (GUSD 1.5) under management in 30 funds 175 000 customers mass market profile

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Mutual Funds on the Internet Banco Fonder

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  1. Mutual Funds on the InternetBanco Fonder Lars Nordqvist Alfred Berg Data AB

  2. The Company • Banco Fonder is a Swedish based mutual funds manager • Owned by Alfred Berg Holding AB (ABN Amro) • 13 GSEK (GUSD 1.5) under management in 30 funds • 175 000 customers • mass market profile • large spread in customer holdings • average customer saves 400 SEK per month • 54 employees • Resellers sells the funds • Cooperation with non profit organizations (NPO)

  3. The Business Background • Add customer capabilities to existing site • trading • attracting and signing new customers • in-depth account information • access to customer’s data • Reseller application • managing reseller’s customers • trading on behalf of customer • Service to NPOs • kick-back information • campaign statistics

  4. The Project • Pre-study autumn 1997 (AU-System) • Functional specification spring 1998 (Digital) • Implementation autumn 1998 - summer 1999 (Compaq, CAP Gemini, Netsolutions)

  5. The Requirements • A common system for all remote user categories • A platform for future expansion • A platform for future client types • A platform for other Internet / e-commerce projects • Transaction integrity • Redundant • Scalable • Interchangeable

  6. Web application API RTR Authentication FTP RTR RTR LDAP i/f ODBC i/f Tele/Direct marketing NT Historical data SQL Server NT Fund/Client administration OpenVMS Authentication data NS DS, Solaris The System - View 1 Client layer Application layer Application server Cache Data layer

  7. FW WLBS Web srv Web srv FW App srv App srv Auth srv Auth srv Leg Leg Leg The System - View 2

  8. Thank you!www.banco.se Lars Nordqvist Alfred Berg Data AB Box 70447 SE-107 25 Stockholm lars.nordqvist@alfredberg.se

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