With our experience in design, development, and integration of software technologies for financial advice, we help our customers to stand out positively in a highly competitive environment.
Our financial advice applications help to explain complex relations by a few clicks and to present the possible solutions / products to your client in the most convincing way.
Depending on your individual objectives, different complementary solutions may be useful:
Many financial advice solutions require complex computational logics, e.g. in financial planning optimized retirement plans taking into account taxes and social security, or picking the right tariffs, interest and repayment schedules, etc.
Since 1997 e.stradis is developing efficient calculation kernels that can be embedded either locally as encapsulated modules or within a service-oriented architecture.
Beside defining and implementing business logics, we support our clients with sophisticated test methods and automation.
The central idea of a product management system is to store product knowledge in one place and to automatically provide the information to the surrounding software landscape. The range of product knowledge that is stored centrally in a product management system is diverse and often depends on the individual use case.
e.stradis has years of experience in developing and managing product databases for all kinds of financial products. Different solutions have been used in our projects - from the integration of a product management system as middleware (e.g. msg.PM) up to the proprietary development of database-driven solutions.