Individual Investor (Persona)

Financial Advisor (Persona)

CG Associates (Operator)

1 Digital Investor / BOB Website (React)

1 Login/Registration (React SPA)

Account/Portfolio (React SPA)

Advisor Dashboard (React SPA)

Contribution (React SPA)

Redemption (React SPA)

Exchange (React SPA)

Rebalance (React SPA)

TurboTax

H&R Block

Quicken

Mint

Plaid

Yodlee

Finicity

Fiserv

Morningstar

eMoney

Others

Third Party API Integration Platform (Akoya)

Local App Database Store Digital User Environment

Identity Service

Portfolio/Account Service

Advisor Dashboard Service

Transaction Service

Correspondence Service

3 CDP Service / API Catalog (real microservices)

Account Services

Plan Services

Portfolio Services

Transaction Services

Profile Services

Party Services

Rule Engine - Entitlements

4 Client Data Hubs (AWS Aurora/Postgres)

Investor Account Hub

Transaction Hub

SIOM

Retirement Account Hub

6 Client Master Data Management (Software System)

Investor Profile

Intermediary Profile

Retirement Plan

Identity Provider (Okta)

Content Management System (Sitecore) (Mainframe)

Disclosure Management (SAP) (Software System)

8 Global Customer Preferences Service (Software System)

5 Argo (Software System)

3 Event Driven System (Azure Service Bus / PubSub Software System)

9 Communication/Email Service (SFMC) (Software System)

FedEx (External System)

D&T TAS 2000 (Software Systems)

D&T TRAC (Software Systems)

Empower EASY (Software Systems)

Third Party Sources (Software Systems)