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I run a financial advisory and a big part fo our bsuiness is managing clients investments (ssee our website: [obscured] )
Our problem is that currently our business is not really scaleable as switching clients in and out of funds is quite labour intensive, and so there is a limit to how many we can accomodate. I have automated it somewhat using Winautomation and excel but we want to leverage its success by automating it on the web and allowing clients to subscribe to the service online and log on to view progress.
The workflow involves colelcting four publicly available csv files each day (except Sundays and Mondays) which contain the prices we are tracking. using a proprietory algorithm we eprform some calculations and determineif there is a switch in or out of a particular market. We then look at each clients portfolio to see if they have that particular marlet in their portfolio and if so generate a pdf sell or buy instruction which is then emailed to the company for action....
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