This application was developed to help financial advisors manage their clients and have the ability to give them personalized investment strategies based on their current financial situations and goals they wish the achieve. Windows Presentation Foundation was used for the UI. Database calls are executed through .NET Windows Communication Foundation, relying on LINQ to SQL for database queries and stored procedure execution. There are multiple integration points at which we used .NET (C#) code to call legacy web services written in Java. Additionally, there is integration to a financial forecasting engine (written in Java) for predicting future market value of assets.