Investment Management System in C# with Source Code

It’s an advanced Investment Management System Project written in 4.5.1 as the front end and SQL Server 2012 as the 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 :

The main Features are:

  • Company Entry
  • Profit master
  • Client Profile
  • Employee Profile
  • Contacts
  • 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

 If you have questions or inquiries about this system don’t hesitate to message us.

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