WM_Platform

A comprehensive Wealth Management Platform built as a modular, cloud-native microservices architecture.

Architecture Overview

System Layers

1. Presentation Layer

   • React-based Single Page Application
   • GraphQL API Gateway
   • Custom dashboard builder

2. API & Orchestration Layer

   • API Gateway with authentication and rate limiting
   • Istio service mesh for secure communication
   • Temporal workflow engine for complex processes

3. Domain Microservices

   • Auth Service: Authentication and authorization
   • API Gateway: Request routing and orchestration
   • General Ledger: Core accounting engine
   • Banking & Cash Management: Bank integrations and cash visibility
   • Investments: Portfolio management and analytics
   • Reporting & Dashboards: Custom reporting engine
   • Document Vault: Secure file storage and management
   • Intercompany Automation: Cross-entity transaction management
   • Planning & Budgeting: Forecasting and scenario modeling
   • AI Orchestrator: Intelligent automation and insights

4. AI & Automation Layer

   • Agentic AI for autonomous task execution
   • ML models for anomaly detection and forecasting
   • Event-driven architecture with Kafka

5. Data & Integration Layer

   • ETL pipelines for external data ingestion
   • Snowflake data warehouse for analytics
   • Data lake for raw data archival

Technology Stack

• Frontend: React, TypeScript, GraphQL, Redux
• Backend: Node.js microservices, Go for performance-critical services
• Infrastructure: Kubernetes (AWS EKS), Terraform, Istio
• Data: PostgreSQL, Snowflake, Kafka, Redis
• AI/ML: Python, TensorFlow/PyTorch, Kubeflow

Development Setup

Prerequisites

• Node.js 18+
• Go 1.19+
• Docker & Docker Compose
• Kubernetes CLI (kubectl)
• AWS CLI
• Terraform

Local Development

# Clone the repository
git clone https://github.com/101plutos/WM_Plattform.git
cd WM_Platform

# Install dependencies
npm install

# Start development environment
docker-compose up -d

Project Structure

WM_Platform/
├── frontend/                 # React SPA
├── services/                 # Microservices
│   ├── auth/                # Authentication service
│   ├── gateway/             # API Gateway
│   ├── ledger/              # General Ledger service
│   ├── banking/             # Banking & Cash Management
│   ├── investments/         # Investment Portfolio service
│   ├── reporting/           # Reporting & Analytics
│   ├── documents/           # Document Vault
│   ├── intercompany/        # Intercompany Automation
│   ├── planning/            # Planning & Budgeting
│   └── ai-orchestrator/     # AI Automation service
├── infrastructure/          # Infrastructure as Code
│   ├── kubernetes/          # K8s manifests
│   ├── terraform/           # AWS infrastructure
│   └── monitoring/          # Monitoring & logging
├── data/                    # Data processing
│   ├── warehouse/           # Data warehouse schemas
│   ├── lake/               # Data lake configurations
│   └── etl/                # ETL pipeline definitions
├── docs/                    # Documentation
└── scripts/                 # Build and deployment scripts

Key Features

Core Capabilities

• Multi-Entity Accounting: Real-time consolidation across legal entities
• Multi-Currency Support: Automated FX revaluation and accounting
• Multi-Dimensional Tags: Custom dimensions for flexible reporting
• Real-time Cash Visibility: Bank integrations with instant reconciliation
• Portfolio Analytics: Performance monitoring and risk analysis
• Automated Workflows: AI-driven process automation
• Compliance & Security: SOC 2 compliant with comprehensive audit trails

AI-Powered Features

• Anomaly detection in financial transactions
• Automated cash flow forecasting
• Intelligent document processing with OCR/NLP
• Predictive insights and recommendations

Contributing

Please read our Contributing Guidelines before submitting pull requests.

License

This project is proprietary software owned by the organization.