Skip to content

We use cookies

With your OK, we use cookies to see how visitors use our website and to measure our ads. Nothing is tracked until you say yes. You can change your mind at any time under “Cookie settings” at the bottom of the page. Cookie Policy

IndustryTalksTech
41% OffAll LevelsCertificate included

Unveiling Wealth and Asset Management (WAM): A Technology Deep Dive

ByVamsi Kiran Chemitiganti

(0 Reviews)

  • 2.5 Hours
  • 10 Lessons
  • 0 Students
  • Skill Level: All
  • English

Overview

This session provides a comprehensive exploration of Wealth and Asset Management (WAM), covering its purpose, architecture patterns, and key functionalities. Part 1 introduces WAM and its architecture, delving into wealth management services and asset management roles. Part 2 uncovers core WAM functions such as portfolio management and institutional brokerage platforms. Part 3 discusses modernizing WAM, including mainframe usage and next-gen platform building. Attendees gain valuable insights into WAM’s landscape and technological considerations, beneficial for industry professionals and technology providers.

Requirements

You need no more than a desire to learn and take action by purchasing a course right away! That’s all it takes to excel with us.

What You’ll Learn From This Course

  • WAM Introduction and Architecture PatternsIntroduce the concept of WAM and explore various architectural patterns used to build WAM platforms.

  • Wealth Management: Relevance and InsightsDelve into the significance of wealth management services and gain insights into current trends and challenges.

  • Asset Management: Relevance and InsightsUnderstand the role of asset management within WAM and explore its functionalities.

  • WAM Functions OverviewExplore the core functionalities that power WAM platforms, including portfolio management, order management, and reporting.

  • Institutional Brokerage Platform AnalysisGain insights into the role of institutional brokerage platforms within the WAM ecosystem.

  • Mainframe Usage in WAM IndustryUnderstand the continued use of mainframes in WAM and the considerations for modernization.

  • Building a Next-Gen WAM PlatformExplore best practices and emerging technologies for building modern WAM platforms.

Curriculum

1 module · 10 lessons · 2h 34m of video

WAM Introduction and Architecture Patterns10 Lessons · 154 min
  2. Wealth Management: Relevance and Insights32 min
  3. Asset Management: Relevance and Insights24 min
  4. WAM Functions Overview18 min
  5. Institutional Brokerage Platform Analysis21 min
  6. Mainframe Usage in WAM Industry5 min
  7. Building a Next-Gen WAM Platform13 min
  8. Data Monetization in WAM Platforms9 min
  9. Robo-Advisors: Functionality and Operation16 min
  10. Robo-Advisors Platform Reference Architecture8 min
The FinTech CTO Program

This course is one module of The FinTech CTO Program

Get all 22 modules, 173 lessons and a certificate for $399.00 (was $499.00).

View the program

Instructor

Vamsi Kiran ChemitigantiInstructor

Vamsi works as an Industry GM at a hyperscaler and has two plus decades of experience on Financial Services, Telco, Edge Computing, Retail and other industry verticals.

Reviews

(0 Reviews)

Enrolled students can leave a review from their dashboard.

Your cart (0)

Subtotal$0.00

Coupons and taxes are calculated at checkout.

CheckoutView cart