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Mutual Trust Financial Dashboard

The Trade Order Management System (TOMS) was implemented for Mutual Trust as a web application that is used within the organization and supports Mutual Trust’s day-to-day activities.

Overview

Mutual Trust is an integrated financial services firm for successful individuals, families, businesses and philanthropists. We simplify financial affairs; protecting and growing wealth through  personalized service and expert advice.

Led by a distinguished board and accomplished executive team, Mutual Trust offers every client a highly tailored level of service, built around their individual needs.

With centers of excellence that draw upon extensive wealth management, taxation, superannuation, accounting, family office, property, business and agricultural expertise, rarely are there challenges that cannot be handled entirely in-house.

The Trade Order Management System (TOMS) was implemented for Mutual Trust as a web application that is used within the organization and supports Mutual Trust’s day-to-day activities.

The application help Mutual Trust employees to keep track of the orders placed on behalf of their clients with different stock brokers on various stock exchanges.

Orders on the system are tracked from the creation to the placement and finally reconciliation between stock exchange records and Mutual Trust’s records.

Services

ASP .NET Web API 2 Angular Material HTML5 CSS3

Colour Palette

Designs for their Trade Order Management System application. The designs were mainly focused on Material Design guidelines.  TOMS is a place where a team of assistants & dealers use advanced internal process automation to place orders for securities on the Australian stock exchange & to reconcile trades.

Mutual Trust Color Pallet
home-mutualtrust-preview
Mutual Trust
mutual-trust-3
Mutual Trust

Features

Data import & export

Financial Systems Integration

On-demand Data & Reports

Responsive Design

Touch enabled templates

Stellenbosch HQ (ZA)

Unit 2, Campbell Scientific Building,
1B Meson Street, Technopark,
Stellenbosch, 7600

[email protected]

(T) +27 (21) 880 1404
(F) +27 (86) 557 3241

PO Box 2124, Dennesig, 7601

Potchefstroom (ZA)

38 Retief Street,
Potchefstroom
2520

[email protected]

(T) +27 (81) 032 8695

Nelspruit (ZA)

St Andrews Road,
White River Estates
1240

[email protected]

PO Box 854, White River 1240
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  • Home
    Landing Page
  • Our Work
    Company Portfolio
    • Portfolio
    • Case Studies
    • Testimonials
  • Services
    What we do
    • Analysis & Strategy
      • Content Strategy
      • System Analysis
      • Needs Analysis
      • Technical Documentation
      • Digital Strategy & SEO
    • Creative
      • UI & UX Design
      • Web Design
      • Graphic Design & Print Media
      • Brand Identity
    • Development
      • Bespoke Development
      • Outsourced Development
      • Mobile Apps
      • Responsive Development
      • CMS Development
      • E-commerce
      • Web Services & API’s
    • Artificial Intelligence
      • AI, ML & Big Data
    • Software as a Service
  • Outsourcing
    Contract Developers
  • Get in Touch
    Quotes & Careers
    • Request a Quote
    • Branches
    • Careers
      • Internships
  • About us
    Who we are
    • Mission & Vision
    • History
    • Divisions
    • Our Management Team
    • Our Clients & Brands
    • Company Documents
    • Press Releases
    • Corporate Social Responsibility
Matogen Corporate Web and Software Development