Data quality, system integration, and interoperability are crucial factors for the success of any firm-wide information system.
The use of standard services and n-tier technologies such as J2EE, HTML, Java and XML coupled with an open architecture allows for the delivery of highly scalable solutions tailored to the needs of our clients. WealthManager's Service Oriented Architecture (SOA) gives our clients the scalability and flexibility they need to support real time and batch integration with other systems, and data consolidation from various sources.
WealthManager is modular in design and allows for the deployment of some or all of our best-of-breed modules depending on your requirements.
WealthManager’s open architecture gives organizations the ability to rapidly integrate advisor desktops and leverage existing legacy systems. Implementing the technology simplifies the creation of an end-to-end business process.
WealthManager's platform includes the following architectural components:
- Scalable load-balanced business services tier
- Web services API
- Secure data access layer
- Integrated messaging
- Workflow management
- Document repository
- Relationship-centric extensible data model
- JMS-based message queuing for asynchronous processing
- Single sign-on
- Role-based user entitlements
- Meta-data model that allows customized business object modeling
- Full multi-lingual support across the user interface and reports
- High volume data loading tools
- Extensible standard formats for integration with diverse platforms and systems
- Integrated error handling
- Process scheduling engine
- Transaction management services
- Tools for monitoring and managing system processes
SERVICES-ORIENTED ARCHITECTURE
The WealthManager services-oriented architecture offers a spectrum of opportunities to add value to your technology investments. Designed to fit seamlessly into your IT landscape, other systems such as your client web site can easily make use of data and services from WealthManager, and WealthManager can use data from other systems – either by loading it or by accessing it in real time when needed. The options are only limited by the architectural limitations of the other systems.