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

About the Course

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.

Meet Your Instructor

Vamsi is a seasoned technology expert and industry specialist, leading global teams across key sectors like telecommunications, finance, insurance, and healthcare. With extensive experience in managing high-performance teams and implementing cutting-edge solutions for Global Fortune 1000 clients, Vamsi excels in driving digital transformation. His technical expertise spans Containers, Big Data, AI, Cloud Services, and High Performance Computing. An MBA in corporate strategy and a Bachelor’s in Computer Science he actively shares his knowledge through blogs on bridging the gap between technology and industry.

Vamsi Kiran Chemitiganti

Industry Technology Leader at Amazon Web Services

Course curriculum

1. WAM Introduction and Architecture Patterns
  FREE PREVIEW
2. Wealth Management: Relevance and Insights
3. Asset Management: Relevance and Insights
4. WAM Functions Overview
5. Institutional Brokerage Platform Analysis
6. Mainframe Usage in WAM Industry
7. Building a Next-Gen WAM Platform
8. Data Monetization in WAM Platforms
9. Robo-Advisors: Functionality and Operation
10. Robo-Advisors Platform Reference Architecture

About this course

$30.00
10 lessons
2.5 hours of video content