Development of Custom Share Register

Client: The Fedelta Group

Project Brief

Provide a multi-fund solution that will enable the existing Excel based solutions to be retired and streamline the production of client, agent and fund documentation.

Introduce BACS payments for client payments and agent commissions. All historic data from the existing spreadsheets should be transferred to the new system.

Solution Implemented

This system was delivered using Microsoft Visual Studio 2005 and the .Net Framework 2.0 with data being held in a SQL Server 2000 database. Once the database had been modelled a series of conversion routines were developed to allow for the database to be populated.

The application was developed as a windows forms based solution using an MDI approach with easy access to all application functions. The program integrates with Microsoft Word for the production of various client letters when a dividend is declared. Management reporting and information is handled by Crystal Reports with BACS payments being processed via RBSI.

All database access is via an abstracted data access layer with extensive use of views and stored procedures throughout.

What The Client Thought

Antelle delivered a tailored solution in a timely manner that has met all our expectations.
Philip Whittam, Group Director

Built Using
Custom Controls and Libraries Custom Controls and Libraries
Microsoft SQL Server Microsoft SQL Server
Microsoft .Net Framework Microsoft .Net Framework
Microsoft Visual Studio Microsoft Visual Studio
Crystal Reports Crystal Reports
Microsoft Visual Basic .Net Microsoft Visual Basic .Net
Microsoft Word Microsoft Word
Microsoft Office Automation Microsoft Office Automation
Services Provided
Requirements Analysis and System Design Requirements Analysis and System Design
Database Design Database Design
Development Development
Management Reporting Management Reporting
Microsoft Office Integration Microsoft Office Integration
Setup and Distribution Kit Setup and Distribution Kit
Data Conversion Data Conversion
Project Screen Shots

Integrated reporting, MDI interface, designed with ease of use in mind.

Integrated reporting, MDI interface, designed with ease of use in mind.