Design And Implementation Of Wealth Advisors Management System

At this stage，wealth management business is in the prototype stage in China. Whatit severely lacks in Chinese software industry is the relevant management software.Based on the rapid expansion of the current securities investment advisory and wealthmanagement business, this thesis tries to build a wealth advisory management systemto improve work efficiency, strengthen the links between security companies andinvestors, making transactions more convenient and secure.Based on the advantages of wealth management system and J2EE technologyframework，and also current software-thinking as a benchmark, it is designed as awealth advisory management software.The entire design process of the main work is asfollows:1. Through widely research instruments of literature review, it is compared thesoftware development level between domestic and foreign-related system.Also a varietyof methods in software designing is offered.In addition，this thesis chooses B/Sframework with low maintenance costs.2. According to the needs of customers and wealth advisories, managementsystems requirements is designer.This article from the perspective of a softwaredesigner, divided the software to four subsystems——network information managementsubsystem, customer information management subsystem, management subsystem andinvestment agreements salary control management subsystem, and these four systems indetail instructions, pointed out the design direction of the wealth advisory managementsystem.3. Description and analysis four subsystems under the total system.and divide foursubsystems into various subsystems of different functional modules, these modulesare named and functional setting. Finally, the system is encrypted.4. According to the design, wealth advisory management system is divided intofour sub-systems, namely the network management subsystem information, customerinformation management subsystem, management subsystem and investmentagreements salary control management subsystem, and a detailed list of how eachsubsystem is running. 5. After a number of functional tests, the results show that the system can operateeffectively, can successfully achieve the desired objectives.