As a leading investment bank in Georgia, Galt & Taggart required a robust and integrated enterprise resource planning (ERP) system to manage its diverse financial services, including brokerage operations, and streamline core business functions.
Proxima Systems implemented Microsoft Dynamics AX for Galt & Taggart, providing a comprehensive solution tailored to their specific needs, including a custom-built Brokerage Module.
Key Project Scope & Outcomes:
The implementation focused on integrating and optimizingvarious critical business areas:
- Custom Brokerage Module: A cornerstone of the project, this module was specifically developed by Proxima Solutions within Dynamics AX. It is designed for financial services firms like Galt & Taggart, enabling efficient management of data entry and storage for brokerage activities. It provides functionalities to manage both dealer and brokerage directions, supporting the creation of various business-specific documents and transactions related to buying and selling stocks and other securities for clients.
- Core Financial Management: Modules like Accounts Payable, Accounts Receivable, Banking Module, Fixed Assets, and General Ledger were implemented to ensure accurate and streamlined financial operations.
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