Case Studies

Interested in Working with Us ?

Case Studies

Interested in Working with Us ?

QCI Asset Management

The Partner

QCI Asset Management is an independent Registered Investment Advisor (RIA) specializing in wealth management, financial planning, and investment management for high-net-worth individuals, businesses, and non-profits. In 2021, they joined Wealth Enhancement Group to expand their services and resources.

The Challenge

QCI was looking to export data from BlazePortfolio ATOM and import it into DTCC CTM. The data will need to be retrieved from ATOM, transformed, and will need to be sent to CTM.

The Solution

An application was developed that is run automatically on a scheduled basis to convert data from one system to a format that is usable by another system. There are several look-up files that are customer-managed to assist with the data transformation between the two systems. Alerts and logs are provided to the user if any abnormal data or issues are encountered during the processing.

The Architecture Design

  • Application Development Platform: Visual Studio (C#)

  • Server Platform: Windows IIS and .NET Framework

The result

“ Taking pride in being small enough to offer you the personal service you deserve, yet large enough to back up that service with knowledge and talent in the financial industry. Their universal investment strategy offers risk-adjusted performance over full market cycles. They follow well-defined processes at every step with focused attention to detail and precision.”

Eric J. Klinger | Director of Trade Operations

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Get started free

We start every client interaction with a free strategy session to help determine the right solution for your business right now and how to best make your business future-proof.

Please send us a bit of information about yourself. To prepare you for our conversation, these are some of the questions we ask:

  • Who you are?

  • What's your business

  • How can we help you?

  • When would you be ready to start?

  • Are you happy with your business software solutions today?

  • Where would you like to see your business software solutions go in the future?

We are looking forward to chatting with you soon!

Let's Talk!