professional · Morningstar · Delivered
Account Onboarding — TAMP Automation
Eliminated ~25 human hours per day of manual account linking
Automated TAMP account onboarding orchestration — multi-step workflow covering model mapping, SMA/UMA setup, fees, restrictions, and vendor API integration.
Context
Morningstar's Turnkey Asset Management Program required linking new client accounts across custodians, operations, and trading systems. I designed and led delivery of automated onboarding orchestration replacing ~25 hours per day of manual cross-system linking work.
My role
Lead Software Engineer — technical design and squad delivery.
What I built
Built multi-step onboarding orchestration in .NET Core with vendor API integration, error handling, and operations trigger points — covering 15+ discrete linking steps across domain entities.
What it shows
Operational automation with measurable hour savings in a regulated-adjacent financial technology environment.
Approach
- Account-to-model mapping and SMA/UMA setup
- Dealer, branch, advisor, and proposal configuration
- Fee setup, restrictions, and rebalance workflows
- Vendor API integration for system-to-system verification