Financial Services Projects

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Tracking and Fleet Management software

Option Matrix is my offshore development team which has designed and developed a mobile app and website for my needs. This tracking and scheduling app is being used by many institutions to manage their fleet. I prefer Option Matrix for the their dedication and quality of product delivered.

Option Matrix Financial Services Projects

Option Matrix R&D team has summarized our experience in specialist areas of work to offer initial ground up of nearly 30-60% in our projects and this results in shorter delivery cycles. Our industry expertise also enables us to provide insights to our clients on the most effective user interface, functional workflow and technology use.

Option Matrix specializes in automated double entry accounting and financial statement generation, credit verification, bad debt prediction, activity based costing, QuickBooks integration, payroll maintenance and health insurance reporting :

  • Trial Balance
  • Ledger accounting
  • Income Statement
  • Tax Computation
  • Depreciation & Amortization
  • Mortgages & Loans
  • Credit Verification
  • Healthcare Insurance Claims
  • Automated Document Generation

Audit Algorithm for Retail Mortgages

The solution audits the interest and principal repayments to identify incorrect calculations and generates a report that the customer can utilize to claim a refund from the financial institution. Subscription, licensing and hacker proof security are a part of this project.

Bad Debt Analysis & Prediction

This project is for commercial bank credit risk management. It encapsulates intelligent algorithms to do a predictive analysis of credit award and repayment schedules to arrive at potential bad debt risks. The system has a dashboard with comprehensive analytics and alerts to highlight exceptions.

Healthcare Insurance Reporting System

This system facilitates statutory reporting for Obama Care regulations and provides a cloud based interface to ingest payroll as well as health insurance plan details for company employees (W2) to generate statutory reports that are electronically filed to government authorities. There is a web administration area and a detailed system of permissions across various user levels.

Subscription Management Portal

This project caters to membership management for a legal service offered across 9 states in USA. The project is integrated with the ZUORA API and covers the entire spectrum of workflow spanning account creation, invoicing, add-on packages, payment methods, cash / check payments and region change.

Financial Management Planning

This project was done for an Australian company to build a decision support system for financial ratio analysis. The consultant can create companies with subsidiaries to generate consolidated financial reports. The input is the trial balance of the company and a wide range of ratios covering assets, cash flows, inventory, receivables and working capital are automatically generated by our system

Financial Management System

The Financial portal allows businesses to measure financial performance, including total capital invested, working capital investment, movement in capital, funding of capital, return on capital employed and economic value creation.
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Founder,
Real Estate photography project, USA

Quality :

I cannot evaluate the server application code, only the user and admin interfaces; so on those I rate a 5.

Productivity :

Sometimes things seem to slow down but I think that just me not complete understanding the scope of the project on the server side. 4.5

Communication :

EXCELLENT 5, Everyone is always available.

Predictability :

Because the communication is EXCELLENT, 5, I am able to count on the level of performance and expectations so again 5.

Professionalism :

Highest level of Professionalism - If I could rank this as a 6, I would. I am impressed with the level of professionalism at all levels and with everyone I have interacted with.