RIA Technology Inc deals with portfolio management which offers appropriate advise to the clients on their 401-k, 403-b, IRA and Tax-Managed accounts. The system was divided into three subsystems. The subsystems are Client, Representative, Broker /Dealer.

In Client module, Client has to enter valid user id and password to view the various accounts details and transactions. Reading records from a hash file dynamically create Hyperlinks to these account details. All the account details were maintained as Html files.

In Representative module, Representative has to enter valid user id and password to view the accounts details and transactions details of different clients.

In Broker/Dealer module, Broker/Dealer can view the list of Representatives and accounts details and transactions details of respective clients.

www.riatech.com