Design And Implementation Of Investment Counselor Management Platform For Securities Companies

As the majority of enterprises direct financing of the stock market developed especially rapidly. As ordinary investors in the stock market constantly improve their own quality, the specialized needs of the securities market will become more intense. The brokerage business of securities companies from the traditional channel business to diversified service transformation is imperative, in the process of transformation must continue to do a good job in the addition of customer service, through investment advisers will be the professional service content pushed to the customers, to meet the needs of customers. Securities investment advisory firm management platform through efficient, practical and regulatory system platform, to enhance the ability of the investment advisory service, customers realize the appropriate management service, the appropriate products and services pushed to the right customers and better adapt to the company's future business development needs, effectively enhance core competitiveness of securities companies.This paper from the customer's business needs, analysis and Optimization on the existing investment advisory services products and service process, clear platform functional requirements; for securities investment advisory firm management platform features and the platform security requirements proposed the platform system structure, functional structure design and system security design; according to the function requirements, construction of securities investment advisory management platform database model, and on this basis, the main modules of the investment advisory management platform were detailed design description. Ensure the operation of the system by the system test.Securities investment Counselor Management platform will greatly enhance the securities company to carry out the appropriate service ability and management efficiency of the, by deepening service connotation development, creating service brand, from nature to achieve service to create value, to service enhance core competitiveness, promote the transformation of the brokerage.