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Investment Management System


It’s an advanced Investment Management System Project written in C#.Net 4.5.1 as front end and SQL Server 2012 as Back end.

Requirement : Visual Studio 2013 (Sql Server 2012) and SAP’s Crystal Report for Visual Studio 2013

Its have multiple views for three different-different users :

Main Features are:
Company Entry
Profit master
Client Profile
Employee Profile
Complaint Box
Investment management
Fund Management
Sales Management

Reports (Using Crystal Report):
Client Report
Employee Report
Profit Dashboard(Pie Charts)
Sales Report
Investment Report
Financial Profile
Investment Objectives
Client Declarations Certificate

Advance Record Searching :
Clients Records
Employee Records
Sales Records
Investment Records
Contact Records
Fund Records
Complaints Records
Email Feature
Logs maintain facility (Admin Can View the all changes or transaction of system )
Database Backup option(Admin can create database backup)
Database Recovery option(Admin can Recover database)
Change Password
Password Recovery
Advance Records Searching
Advance Reports

Login Information:
For Admin:
User ID – U-1
Password – 12345


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Contact number :+917225958058

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