Financial Data Transfer System

Financial Data Transfer System


Our client based in Italy wanted us to develop product to facilitate an Online Data Synchronization (data) coming from different clients. Being financial data it was strongly required to maintain high level of security. The application was intended to be a Client Server application where server distributes data to all clients via email (SMTP). Client can evaluate and process data using window based application and re-send to server via FTP.


Core features of the Financial Data Transfer System include:

Server Application (Web based):

  • Uploads raw data into server database and Send raw data to their clients
  • Gets the evaluated data from client and commit these data into database
  • Allows administrator to add their clients
  • Multi-lingual support
  • Manage Due Diligence, Users and Portfolio
  • Import and Export data
  • LDAP authentication for security

Client Application (Desktop):

  • A window based tool which allows client to import data from server
  • Evaluate data and send processed data back to server using FTP
  • Detailed data evaluation and analysis
  • Import and Export data in different formats
  • Configuration of FTP and SMTP accounts and authentication


  • Server: Microsoft Window Server
  • Web Server: IIS
  • Programming Language:,
  • Framework: Microsoft .Net Framework
  • Database: Microsoft SQL Server and MS Access