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Portfolio Management Portal

Financial Services: Case Study

User Interface and application design for Portfolio Management Portal
Client
Morgan Stanley
Service
RIA
Technology Implementation
Silverlight

Catalyst Resource provides portal design with analytic and visualization tools for portfolio managers

Challenge

1700 Portfolio Managers needed access to sophisticated tools and metrics to provide consistent service and recommendations

Solution

Catalyst designed a portal web site with dynamic analytic and visualization tools enabling portfolio managers to provide quick and consistent analyses

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Case Studies