E*TRADE Financial Securities

eAdvisor (Web-based financial advisor)

Project Benefits

• System enables client to provide a financial planning and advise service to its customers.

• To be used by 100,000+ users a day.

• User provides financial profile and long-term financial goals

• System aggregates user’s financial data from various institutions and determines current asset allocation & portfolio

• System employs various sophisticated financial algorithms to recommend financial strategy that ensures 75% likelihood of achieving user’s goals

Project details

• Thin web-client with DHTML, client-side JavaScript for IE, Netscape, and Mac.

• Developed high-transaction middle-tier components in Windows DNA and later in .NET using VB and VB.NET

• Used web services with XML and SOAP 1.1 (MS SOAP Toolkit 2.0)

• Used Microsoft SQL Server 2000

• Used 400+ stored procedures. Used triggers for real-time data archiving

• Used Rational Unified Process (RUP) with UML.

• Used ERWin for data modeling