Full Stack Java Developer
CurrentThe Private Client Reserve (PCR) project phase 2.0 scope covered the base functionalities of the portal, such as identifying clients and managing the security of the portal. Clients can self-register for a portal ID and manage their personal information centrally within the portal. From the portal homepage, the client can now view their (Wealth Management Associate) WMA client team information and navigate to the email preference center, the security center, and other features. For administrative and support purposes, the system will also provide portal access to the WMA team via another existing system, Compass. WMA client team members can now maintain their client information for their clients.