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Asset and Customer Management System for Asset Management Companies

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WealthWise 🏦

Asset Management System for Asset Management Companies

About Wealth Wise

A comprehensive asset management system designed to help asset management companies efficiently manage their assets. Includes designing and building a scalable relational database, a web-based user interface, enabling efficient tracking and management of various asset funds, maintaining detailed client profiles along with their investments, ensuring data integrity, and implementing features of user access control.

Some Explicit Features!

✔️Access Control:user authentication with role-based access control, enabling differentiated user creations and permissions for customers, AMCs, and fund managers

✔️Flow management: comprehensive fund management, client information management, and transaction tracking

✔️Certification management:automatically extract certifacte_id, isuue_date, expiry_date from fund manager certifications and stores the data in database using triggers

Tech-Stack Used

  • MySQL MySQL Workbench
  • Python Python
  • Tkinter Tkinter

How to Use?

  1. Run queries.sql file to create all necessary db and relations.
  2. Install required libraries following the tech-stack
  3. Install the dependency :pip install mysql-connector-python
  4. Run .py file

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Asset and Customer Management System for Asset Management Companies

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  • Python 100.0%