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Unveiling Wealth and Asset Management (WAM): A Technology Deep Dive
Curriculum
1 Section
10 Lessons
1 Hour
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WAM Introduction and Architecture Patterns
10
1.1
WAM Introduction and Architecture Patterns
12 Minutes
1.2
Wealth Management: Relevance and Insights
1.3
Asset Management: Relevance and Insights
1.4
WAM Functions Overview
1.5
Institutional Brokerage Platform Analysis
1.6
Mainframe Usage in WAM Industry
1.7
Building a Next-Gen WAM Platform
1.8
Data Monetization in WAM Platforms
1.9
Robo-Advisors: Functionality and Operation
1.10
Robo-Advisors Platform Reference Architecture
WAM Introduction and Architecture Patterns
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