Case Study: JP Morgan Chase achieves real-time, web-based interactive portfolio management for high-net-worth clients with OpenText Analytics

JP Morgan Chase - Customer Case Study

JP Morgan Fleming needed a way to give its high‑net‑worth clients fast, interactive access to account information and trading tools so they could approve transactions and run real‑time scenario and valuation models with their brokers. The challenge was delivering a familiar, Excel‑style experience in a web browser that could handle large volumes of real‑time data, multiple simultaneous sessions and tight operational timelines.

Actuate’s e.Spreadsheet Engine, supported by eMiddleware’s Global Trading Platform, provided an online spreadsheet with client‑side functionality, database writeback and document management that integrated with existing banking systems. The solution let clients and traders create portfolios and templates, submit and execute trades, and model scenarios collaboratively in the browser, enabling rapid deployment, centralized maintenance and the capacity to support an estimated £3–4 billion in private‑client business.

JP Morgan Chase