Callard Asset Management Value+Plus Chart Application

Callard Asset Management (CAM) is a Chicago, Illinois-based market research provider, management consultant, and asset manager. Using its sophisticated quantitative methodology, Callard Asset Management has been helping clients to achieve financial success through changing market conditions for more than thirty years.

As independent research provider, Callard Asset Management is a leader in the practical application of quantitative finance theory to real-world management of investment portfolios. To give their clientele more value, CAM approached AlphaZeta to design and develop a web-based application to dynamically graph their algorithms. These charts are used to forecast stock prices and financial planning.

Challenges:

Create an application that integrates CAM’s proprietary forecasting algorithms into a dynamic charting functionality for their clients.
Users need to be able to store and access personal stock portfolios.
User names, password and permission sets must all be managed by CAM and associated with personal stock portfolios.
Application must be easily maintained in order quickly to load new customers as needed.

Solution:

AlphaZeta created an application interface that graphically matches the existing CAM web site but provides differentiation as a separate application.
Utilizing AZ1^TM Content Management System, non-technical CAM staff can easily maintain user accounts and add new customers.
By integrating AZ1^TM Content Management System with two other software systems, AlphaZeta provided CAM with a competitive advantage by creating a unique stock forecasting tool.

Benefits:

Value+Plus Chart Application paid for itself within the first 6 months after implementation.
Several Fortune 500 companies have expressed an interest in being regular subscription holders, bringing CAM additional ROI.