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Data Separation

Question asked by kayakjunkie on Sep 18, 2013
Latest reply on Sep 19, 2013 by philmodjunk


Data Separation


     I have been working on the design for a Investment Portfolio Management solution.

     I'm interested in people's thoughts regarding data separation between financial data downloaded from the broker-dealer (account details, positions held, transactions, security information, security prices) and the user interface (lookup tables, layouts, reports, scripts, etc.)

     While this initially will be for use in my investment management practice, at some point (and with enough spit and polish) I can see myself offering this solution for sale.

     Pros / Cons?