Design And Implement Of Investment And Consultant Management System For QiLu Security

Profit of securities industry mainly comes from broke business. However,it is becoming a fully-competive market because of abundant open of son-company、decreasement of broke fees and client flow-out resulted by wealth management product released from commercial bank and trust industry. As more and more people becomes rich,there exists a large demand of wealth management. So,broke business will be finally substituted by investment consultant business. Electronic platform plays an important role in developing investment consultant business management.The paper makes great research in the mode of investment consultant business.There are about two modes:securities-dependent and independent representative. The former can be finely classified into headquarters mode、subcompany mode and compatibility modeoThe paper designs and implements electronic platform of investment consultant business step by step.(1)Analyze system demand.Make analysis of system functional demand.Discuss feasibility from aspect of technology、economy and operation. Assign the construction object to ensure its extensity、effectivity and safety.(2)Design system framework.The system is based on LiveBOS and SQL Server.In this step,the paper depicts data flow of the system and gives database struct of several kernel business.(3)Design system detailly and implement relative functions. Accoding to business details,demonstrate respective function in the form of interface。The management system of investment consultant business is a sub system of comprehensive business mangment system. So, next research can be made on the full test of system stability and communication to other systems.