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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.