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Financial Services

Case Study

Software architecture for Fideuram investments: support for business intelligence

Since 2003, Technology Reply has been supporting Fideuram Investimenti in the selection of architectural solutions and the implementation of applications sustaining Asset Management activities:

  • own and third party fund management
  • individual and collective portfolio management
  • delegated management of insurance funds
  • consulting

IN-HOUSE FUNDS

The integration of data from leading info providers operating on the market forms the basis for building a normalised, standardised, homogeneous and certified financial instruments database and a repository of historical data.

Technology Reply helps Fideuram Investimenti support its investment funds offer on the market with respect to all management-related aspects: BackOffice and FrontOffice data integration systems have been developed for the reconciliation of collected liquidity data, market operations for managing the funds, and NAV (Net asset value) validation. Communications have been integrated with third party managers operating in the market to exchange orders and liquidity.

ASSET MANAGEMENT

Technology Reply supports Fideuram Investimenti in the sphere of Asset Management, with the development and specialisation of applications covering the entire process: the definition of model portfolios, the definition and implementation of internal approval procedures, the allocation of product lines to custom portfolios, the exchange of data flows with Banca Fideuram (distributor) and external suppliers for the processing of the orders in financial markets.

BUSINESS INTELLIGENCE SUPPORT

Technology Reply has recently developed business intelligence dashboards for

  • analysing the composition of assets in terms of product type and breakdown of funds, in order to evaluate exposure using Risk Management tools;
  • analysing the trend of assets over time and the collection of data for Top Management use.

TECHNOLOGIES AND SOLUTIONS

Technology Reply supports Fideuram Investimenti in the development of custom applications currently based on the Oracle 11g Exadata architecture.

Over the years, Technology Reply has provided support in the migration of applications from Oracle 10 g to the Oracle 11g and Oracle Exadata Database Machine platforms, optimising performance and taking advantage of the features offered by the latest DBMS releases.

Technology Reply has also recently introduced the Qlik View platform.

Fideuram Investimenti

Fideuram Investimenti, together with Fideuram Asset Management (Ireland), is the Fideuram Intesa Sanpaolo Private Banking Group Company specialising in the development and management of financial products, with assets under management amounting to over €73,000 million (as of 31/12/2015). The Company employs approximately 150 highly qualified professionals dedicated to market analysis, product management and the provision of investment consulting services, with a single aim: to offer a complete service and cutting edge products distributed through the Fideuram, Sanpaolo Invest, and Intesa Sanpaolo Private Banking networks, which are part of the Fideuram Intesa Sanpaolo Private Banking Group (first private bank in Italy, fourth in the Eurozone).

Technology Reply

Technology Reply is the Reply Group company specialised in the provision of consulting services, design and implementation of solutions based on the Oracle technology.