WPF Desktop application for Wealth and Asset Management

Technologies Involved

C#, XML, Azure Storage, WPF, XAML, Winforms, Silverlight, MSSQL

Project Description

Dynamic Wealth Information Management Business Solution is a desktop application developed using WPF. Some of the key features of this software are as follows:

  1. Info Screen - to show main entity details and percentage of equity and income for all owners of an entity.
  2. COA - To manage and provide informations of all accounts related to an entity.
  3. Accounts - To manage entity owner accounts for all assets. liabilities, quities. Maintaining account register and any reconciliation.
  4. Entries - Managing all non cash entries, bill payments, invoices, deposits and marketable securities.
  5. Contacts - managing all types of contacts related to bank, brokers, beficiaries, etc
  6. Reports - The system has a comprehensive and customizable list of pre-defined reports to get information and figures across accounts and portfolios. 
  7. Import - Allows import of historical data from all types of accounting platforms using a csv file.