Platform and Service Provider for Personal Financial Advice and Financial Planning and a technology centric market place for personal finance and Service Provider for Personal Financial Advice and Financial Planning.

• The company had just evolved from a B to C model to a B to B model with a huge potential to grow
• Time to market was the biggest force
• The design should accommodate various interfaces securely and elegantly and it should also scale for future interfaces
• It should have an open architecture
• The design should be based on service-oriented architecture so that the components are highly cohesive and loosely coupled

We developed and implemented a fully functional automated process for wealth management for high network individualsHigh degree of functional / product roadmap ownership

• High degree of functional / product roadmap ownership
• Product Development
• State of the art UI for new applications
• Delivered Multiple Apps in 4 months
• Client Portal, Partner Portal
• Service Portal, Form Printing
• Mobile Financial Planning Tool
• Bi-Weekly Production Updates

• Production and support
• Complete responsibility including
• Infrastructure decisions, hosting and engagement with other vendors
• Production support: L1, L2, L3

Platform and Service Provider for Personal Financial Advice and Financial Planning and a technology centric marketplace for personal finance.

• A platform for wealth management customer and high degree of Analytics was to be created.
• Multiple sources of unstructured data with no one data owner and fixed requirement.

We developed and implemented custom solution to address the challenges and limitations as stated above.

• High degree of functional / product roadmap ownership.
• Creation of a data lake and adapters from various external and internal systems including the RTA.
• Various data real time data capture from mobiles.
• Data platform of scale ~10TB to handle 100k+ customers, ~50M transactions.
• Use cases covering BI, Reporting, Complex financial data analysis, Real time access of data, Mobile device analysis, Real time location tracking.
• Various business units generating data. Synced data from all to data platform and provided analysis.