Key Lessons Learned from Building a Wealth Management Portal Using Cloud Native Architecture
summary
Build uses Angular, Spring Boot, Drupal, Elasticsearch and Postgres running on a hybrid cluster (Rancher on‑prem plus AWS EKS and Lambda), CI/CD with Jenkins and JFrog, observability via New Relic, and integrations to MoneyGuidePro, Yodlee and 30+ vendors. Platform launches in nine months and reaches 20,000+ advisors (millions of clients). Key moves are early deployment strategy, strict integration patterns, a dedicated platform engineering team, and pragmatic tech choices like Angular + Spring Boot + Elasticsearch to cut time to market.
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chapters (9)
- 0:00Introduction
- 2:50What is Wealth Management
- 5:50Key Business Challenges
- 11:42Organization Culture
- 15:28How to Establish
- 17:23How to Innovate
- 24:49Deployment
- 28:12Integration
- 34:20Platform Engineering Team
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