tma fintech center · 2020-07-28 · fintech experience [email protected] what we can offer...

TMA Fintech Center

ProvideFinance

Solutions

DevelopPaymentPlatform

DevelopWealth

Application

IntegrateCore

Banking

www.tmasolutions.com [email protected]

Robo Advisor

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02

03

04

Cash FlowManagement

InstitutionalCapital Markets

AssetManagement

Payment

05

FINTECH EXPERIENCE


What We Can Offer

Strong FinTech development teams with solid technical skills and extensive domain expertise in Financial Markets

Optimized software development process with rich experience in Enterprise Agile frameworks (SAFe, LeSS)

Requirement analysis and technology solutions consulting for Financial Markets

Asset Management

WealthModel Portfolio

Retirement Plan

Investment

Stock, Bond

Managed Funds

Foreign Exchange

Automated OptimizationPortfolio

Market Data

Asset Allocation

Transactional

Institutional Capital Markets Post Trade

Pre-Settlement

Clearing and Settlement

Trade AccountingCash Flow Management

Payment International Remittance

Robo AdvisorInvestor Preferences

Fintech


ASSET MANAGEMENT

Wealth Management - Superannuation

Investment Management

Wealth Management - Superannuation

Retirement Plan

Retirement Plan

Model Portfolio Management

Model Portfolio Management

Investment Management

MainStreamInvestments

AlternativeInvestments

Reporting

MainStream Investments

Create and manage their investment accountsInvest and manage their financial assets: Stock/ Bond/ Term Deposit/ Managed FundTrade/ invest on International Equities (IE) of many global security exchanges

Alternative Investments

Trade/ invest on Foreign Exchange (FX) market (Ex: USA/ GBP/ EURO/ HKD…)

Reporting

Provide many kinds of report to investor/advisor and fund manager:

Investment reportingFinancial reportingTax reporting

Optimized and flexible solutions to adapt diversified Client’s retirement plansPowerful platform having ability to create flexible administration procedures and innovative product design

Advanced tools supporting investment plan creation and maintenance to satisfy various financial goalsOnline seamless processIndividual/Bulk process supported

www.tma-fintech.center [email protected] [email protected]

INSTITUTIONAL CAPITAL MARKETS

Post-Trade ProcessingWorkflow

Pre-Settlement

Clearing andSettlement

TradeAccounting

Provides post-execution and pre-settlement transactionprocessingSupports multiple asset classes and markets for greateroperational efficiency

Allows banks and brokers to perform internationalclearing, settlement and corporate actionSupports all major ETC protocols out-of-the-box (e.g. Oasys, CTM, GETC, FIX, Iress)Supports all settlement types including SWIFT 15022, 20022

Provides integration with standard corporate GL systemsProvides accounting for commission attribution andsharing arrangementsProvides accounting for financial transaction taxes

Post-Trade Processing

Pre-Settlement Clearing andSettlement Trade-Accounting

www.tma-fintech.center [email protected] [email protected]

CASH FLOW MANAGEMENT

LENDING

Credit Request Clients ManagementTransactions Management

Credit Checks Management

Settlements Management

Payments Collection Management

Departments and StaffsRoles and PermissionsReports ManagementProducts Management

Credit Approval

Funding

Payment Collection

Administrations

...

Loan

CLIENTS

FUNDER

PARTNERS

CASH FLOW MANAGEMENT

FUNDER

Principal

Interest

Fees

Instalment #1

Principal

InterestCredit Check

CASH OUT CASH IN

Fees

Instalment #N

Principal

Interest

Fees

Introduce New ClientsLoan Registration

Loan Settlement

Loan Collection

Revenue

Processing Fees

Referral Bonus

Loan Approval


PAYMENT

BankIntegration

Transfer

CashDeposit/

Withdraw

BillPayment

Vouchers

QR Code

Top-up

No Cash! Go Digital

Transactions

User Portal Mobile Apps ManagementPortal

Payment System

Customer ManagementPerform TransactionsUsers Reports

Check BalancePerform TransactionsCustomer Reports

Transaction ManagementKnow Your CustomerUsers ManagementReport Management


ROBO ADVISOR

Robo Advisor Processing

RA Processing

Investor Preferences

Investor Preferences

Automated Optimization Portfolio

Automated Optimization Portfolio

Questionnaire UI: Financial Goals, Initial Amount, Time Horizon, Risk Tolerance input by InvestorRA provide automated service that emulates the work that a traditional financial advisor would normally do

Retrieve Market Data: closing price and daily return for each product which belongs to asset class: Equity, Money Market, Fix IncomeAsset allocation engine: building a optimized portfolio based on clients needs and goals, taking into account risk, by utilizing algorithms Transactional: initial, top-up and withdraw amount

Provide your personal details including your name, contact details and proof of Identity.

Answer some questions about your assets, risk tolerance and investment timeframe.

The robo advisor works its magic and provides a recommended investment portfolio and a Statement of Advice

Satisfied with the advice? Proceed to give your advisor permission to action the investment. This will usually involve providing your bank account details or completing a bank transfer to designated account.

Sit back and relax. The robo advisor will monitor these investments for you and manage any changes to keep you on track according to your financial goals.

Remember to keep your robo advisor up to date with your financial goals, if and when they change.

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STEP 2

STEP 3

STEP 5

STEP 4

STEP 6


TECHNOLOGIES

Golang

Google Cloud AI/ML

SpeechRecognition

BlockchainTechnology PostgreSQL

Java

MS SQL

Docker

Spring Boot

React

jQuery

MicroservicesDynamo DB

AWS

MySQL

Hibernate

tma fintech center · 2020-07-28 · fintech experience [email protected] what we can offer...

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