Trading Desk and Accounts Management App | Concetto Labs

Trading Desk and Accounts Management App

This app was aimed for a trading company located at Chile and Chicago who wanted to manage the list of their customers along with their orders for the day to day trades of stocks whether it be selling, purchasing or putting them on hold. It gives the access to 4 roles of the company's heirarchy where there are some employees handling the end customers, some are managing the trades, some at verification desk and a handfull at management. Trade Management app also gives the admin the authority to check the customer's trade history by just putting up their name or ID along with managing the roles of the employees

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Trading Desk and Accounts Management App

About
Trading Desk
App

  • It has multi-level hierachy management based on which the permissions can be enabled and disable manually or automatically
  • Sharepoint as a database helps in faster loading time
  • Escalations to the senior members can be done for the order quickly while creating the orders
  • Maintains the trade history of any/all customers
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Order List Screen

The user can see the list of the orders he has generated with the details like the account name, account number, order date, advisor's name, etc. It has multilevel users so that this screen will display the record based on the user.

Order List Screen
Create Order Screen

Create Order Screen

This screen or rather a menu is for creating the order for a particular trade where in there are some mandatory records to be filled and once the details are filled, the advisor (base user) can escalate this order to his senior that is the trading desk from the Execution details option.

Trade History Screen

On this screen, the advisor, trading desk and the middle officer level can see their customer's trade history which are assigned to them

Trade History Screen
Manage Role Screen

Manage Role Screen

This option is enabled for the admin user where he can manage the role of a particular employee to promote or demote his role on the application through which certain permissions would be enabled or disabled.

All Screens

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Why Our Client Love Us?

  • Fast kick-off
  • Agile Ready
  • 98% Client Retention
  • 360-Degree solutions

Our integrity and process focuses largely on providing every customer the best recommendations for their respective business. Our clients become recurring customers because we always go beyond their expectations to deliver the best solutions.

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Mr. Sieva Savko
Customer for over 4 yearsMr. Sieva SavkoNorway

Concetto Labs have provided us with a tremendous amount of help. Their competence in various IT fields led to a positive outcome while facing different challenges. A lot of value was given by their helpful professional staff. To describe this company in three words: effectiveness, collaboration, trust. I would also like to personally thank Mr. Tejas Patel for his positive, friendly, and highly competent approach. The all-around support provided by him made every task at hand a no-brainer.

Miss. Caroline Jack
Customer for over 4 yearsMiss. Caroline JackSouth Africa

It has been an absolute pleasure working with the Concetto Labs team! We have worked together on a few projects now, all of which have been successful. You can rely on good communication and response times from these guys. And they go above and beyond to ensure that the result is achieved. Because of their great service, they have become an integral part of our business and we will continue to use them going forward.

Mr. Richard Bartlett
Customer for over 3 yearsMr. Richard BartlettUnited States

Concetto Labs is a group of incredibly talented individuals. They are very responsive and communicate with you each and every step of the process. I worked with Manish Patel throughout the entire process and must say that I have never conducted business with a more honest and professional individual. Together with his team, Manish created www.travcentiverewards.com exactly how we envisioned it to be. Thanks for all of your hard work.

Mr. Conrad Abraham
Customer for over 2 yearsMr. Conrad AbrahamUnited States

Concetto Labs team is my go-to for any simple or complex development projects. They have risen to the challenge. Great project management, communication, and super quick turnaround. I’ve done multiple projects with them and don’t plan on changing that.

Mr. Edward Chin
Customer for over 4 yearsMr. Edward ChinCanada

Concetto Labs was able to bring my complex idea to life. Throughout the project, Concetto Labs maintained constant communications and was always professional - considering I had no experience in what I wanted to create their welcoming attitude, patience, and knowledge in the field created the perfect environment to work in. I was so impressed with their work that I've kept them on board as my go-to experts. Thanks for the worthwhile experience and the breathtaking product.

Karuna Govind
Karuna GovindCTO & Co Founder (Coupay)London, UK

We started working with Concettolabs due to the influx of work on mobile (Flutter) and frontend (React.js). It's been fantastic working with them. Good, consistent communication and good quality of work means they may be our first choice for many projects to come.

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