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Financial Data Sync Tool


Our client wanted us to develop a product to manage an Online Data Synchronization (data) coming from different clients. Data was sensitive as it was financial data which required the high level of security. He required Client Server application where server distributes data to all clients via email (SMTP). The client can evaluate and process data using window based application and re-send to the server via FTP.


  • Server

    Microsoft Window Server

  • Web Server


  • Programming Language

    VB.Net, ASP.Net

  • Framework

    Microsoft .Net Framework

  • Database

    Microsoft SQL Server, MS Access


TatvaSoft created a web application to manage server part and a desktop application for end clients.

Server Application (Web based)

  • Uploads the raw data into the server database
  • Sends the raw data to their clients
  • Allows administrator to add their clients
  • Multi-language support
  • Manages Due Diligence, Users and Portfolio
  • Import and Export data
  • LDAP authentication for security
  • Gets the evaluated data from the client and commit these data into the database

Client Application (Desktop)

  • Detailed data evaluation and analysis.
  • Import and Export data in different formats
  • A window based tool which allows the client to import data from the server.
  • Evaluate data and send processed data back to the server using FTP
  • Configuration of FTP and SMTP accounts and authentication


Our financial industry client drew immense benefits by virtue of its associations with TatvaSoft-

  • High data integrity by centralizing business logic on an individual server
  • Quick and reliable updates and upgrades to all application users
  • Centralized and scalable interface simplifying the deployment remarkably language independence due to multi-lingual support
  • Client-Server architecture improves performance during heavy traffic flows through an efficient load balancing approach
  • Significant cost reduction, saving for developing enterprise applications

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