Mobile Application Solution for
Mutual Funds

Executive Summary

The client is a well-known provider of advanced technology and business solutions for the Canadian financial services industry. The client has developed an application that offers excellent clarity, compliance and control in the investment process to the clients. These tools also help bridge the information gap between the regulators, fund companies, advisors, dealers and investors. There are several shortcomings of the application, which make documentation and data retention difficult. This is where the role of Futurism becomes prominent.

Client Challenges

  • The client wanted to develop a multi-platform application that would easily synchronize with the database of a production and distribution portal they have developed.
  • The portal will act as a central repository for all Fund Facts documents filed with SEDAR, and will allow any fund company, as well as any mutual funds dealer or advisor for a single point.

Technology Stacks

  • Platforms: Android, iOS
  • Framework: Android Application Framework, iOS Framework, Sencha touch 2.3 & Cordova 2.9
  • Tools: Sencha Architect, X Code, Ecllipse and ADT

Our Solutions

  • Cost-effective development by utilizing the existing in-house skills
  • Access to native device features using a uniform JavaScript bridge
  • An extensible architecture that simplifies integration with the native device code

Quantifiable Benefits

  • The new application allows the client to efficiently access information from any mobile device irrespective of the platform.
  • It allows users to create, post, file, and manage their own Fund Facts Statement.
  • The application also allows a user to access and retrieve a Fund Facts document from any fund company located in Canada.
  • The Fund Facts documents can be delivered to the investor in any of the following ways:
    • Email
    • Fund Mail TM using Canada Post
    • Print and Deliver
    • Direct Integration into the investors account via the application

About Futurism Technologies

Futurism believes communication between customer and company is the key success factor in any business relationship. If you wish to make an inquiry, or require information regarding our services, please get in touch with us.

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