Web Spiders develop customized state of the art web based portfolio management applications for its clients. Application can be developed to manage any kind of investments such as equity, debt, government securities or even a mix of all. They can be integrated for real time updates from third party systems, can handle multiple currencies and can even be multilingual. Application can be customized to provide information on Asset Mix, Gains and Losses, Portfolio Evaluation, Performance and Projected Income in the form of graphs, charts reports etc. Web Spiders also develops simulation and model portfolio management tools for investment professionals to create and analyze various investment options before actually making or proposing an investment decision.

Risk analysis and management is one of the most crucial elements of investment management function since risk is considered to be directly proportional to returns. Fund managers, advisors and investors need to assess the risk comprehensively to hedge the investments while ensuring sufficient returns. Risk analysis involves gathering data on the market, competition and the company’s performance and then analyzing the data by applying different proven statistical models to extract useful information. Web Spiders develops sophisticated software solutions for investment professionals to analyze, measure, manage and control risk associated with investments, from different perspectives. These intuitive applications provide a systematic way to manage investment risk across asset classes, funds and locations.

Today, Internet has become a definitive platform for financial market operations. From stock markets to money markets, from institutional investors to retail investors, web technology is increasingly being used not only for information but also for carrying out actual transactions. Web Spiders has extensive experience in building such online portals and exchanges to offers real-time prices, detailed data and news, intelligent analytics and electronic trading capabilities, right at user’s finger-tips. In order to harness the actual potential of e-commerce, we constantly strive for developing an effective revenue oriented strategy for portals and applications and seamlessly integrate them with their traditional mode of business.

Independent rating agencies and research firms like Morningstar, Lipper, Standard & Poor's and others perform extensive research on capital markets, mutual funds, equity research etc. Web Spiders provides innovative solutions for analyzing and presenting this research data on the web to make it meaningful for the investor community. Possible applications include Fund Finder, Portfolio Builder, Performance Analyzer, Bespoke Fact Sheets, Dynamic Report Publishing (pdf format) etc.

Driven by regulatory requirements and constant need for information, organizations across the globe, publish critical financial information like financial results, statements etc. on their websites. This information is regularly used by different entities like market regulators, independent rating agencies, analysts, investors, financial magazines and journals etc. Web Spiders develops innovative Spider engines that crawls the websites of given set of companies, extract information and stores it in the system for further usage. This saves time and cost and enables analysts and investors to manage information efficiently.

Traditional labor arbitrage opportunities coupled with vast talent pool are the driving factors for more and more research services being outsourced to offshore destinations. Research and knowledge oriented back office assignments are now increasingly being outsourced to India. Web Spiders has been an active solution provider to the financial and investment management industry and undertakes such research oriented outsourcing assignments. This includes services like - Equity and Financial Research, data collection (e.g. holdings data for mutual funds) and analysis and presentation of its output.

The financial services community is one of the largest user groups for Microsoft Excel and other spreadsheet software. Web Spiders is a certified Microsoft Partner and has extensive experience in Excel customization services with expertise in financial solutions, fund tracking, portfolio tracking, performance bench marking, budgeting, business modeling and management accounting. These services deliver the true potential of Excel as a software application rather than merely as a grid for manipulating numbers.

Quite often, key personnel in the financial industry are on move and hence rely on phones as the only way of communication. Even after having invested billions in PC-based knowledge infrastructure, the financial community is not content with the real time availability of information on PCs and Laptops. They now want all the data and transaction capabilities from their hand-held and wireless gadgets. Web Spiders has identified this need and gone ahead in acquiring expertise in providing legacy migration and integration services to make the business applications and data accessible in a wireless environment through PDA's and hand-held.

Over the years, having worked extensively in the financial and investment management industry, Web Spiders has identified and developed some of the most frequently required productivity tools. Following are most widely used tools are:


Risk Profiler

Alerting / Reminder Tools

Charting, screening and tracking tools

Quick / Advanced Search

Customizable Data / News Tickers