Supports multiple user roles and operational workflows involving risk teams, compliance teams, auditors, operational users and management stakeholders. Includes configurable workflows, issue categorization, escalation handling, approval processes, remediation tracking and reporting functionalities for enterprise governance and compliance. Built on the MetricStream product suite with enterprise SSO and IAM integrations.

Issue identification, assessment, remediation, approval and closure
Multi-role operational workflows (risk, compliance, audit, operations)
Configurable workflows and issue categorization
Escalation handling and approval processes
Remediation tracking and reporting functionalities
Enterprise governance and compliance support
MetricStream product suite integration
Single Sign-On (SSO) and Identity & Access Management (IAM)
Role-based access control and user provisioning

End-to-end custody and securities operations across global markets. Users create and manage safekeeping accounts, branches, stock exchanges, central depositories, cash accounts, financial instruments, trading accounts, trades and corporate actions. SWIFT messaging enables secure communication with market exchanges and financial institutions for settlement processing.

Safekeeping accounts, branches, stock exchanges and central depositories
Cash accounts, financial instruments and trading account management
Trade lifecycle management and corporate action processing
SWIFT messaging for market communication and settlement
Multi-rail payment processing — EFT, ACT and NEFT
Intelligent reconciliation — trade merging, settlement validation
Cross-region reconciliation across multiple custodial accounts
Deployed across Singapore, Mumbai, Australia and France
Regional customization, regulatory changes and settlement workflow enhancements

A technical modernization initiative to implement an end-to-end CI/CD pipeline for enterprise application deployment and automated testing. Replaced manual Windows-server deployments with an integrated solution — migrating source control from TFS to Bitbucket, configuring Bamboo pipelines with SonarQube analysis, JFrog Artifactory for artifacts and Ansible Tower for deployment automation, with UFT suites executed for post-deployment validation.

Tech: Bitbucket · Bamboo · SonarQube · JFrog Artifactory
Ansible Tower · UFT · VBScript · Windows Server
TFS → Bitbucket source control migration
Automated builds + SonarQube code quality gates
Artifact management via JFrog Artifactory
Ansible Tower driven Windows deployment automation
UFT post-deployment validation integrated in the pipeline

A Java Swing based commercial lending platform used by BMO’s loan division to create, manage and approve commercial loans — covering loan origination workflows, approval processes, customer account management and commercial banking operations. UFT was integrated with HP ALM for centralized test management and automated execution through ALM test sets.

Tech: Java Swing · UFT · VBScript · HP ALM
Hybrid keyword + data-driven automation framework
Page Object Model (POM) architecture
HP ALM — UFT integration for centralized execution
Loan origination and approval workflow coverage
Customer account management validation

A .NET platform developed for BMO Insurance to manage advisors participating in insurance sales and servicing operations — supporting onboarding, profile management, account maintenance, commission calculations, policy tracking, advisor activation/deactivation and advisor code generation. Automation built on a hybrid keyword + data-driven framework using the Page Object Model.

Tech: .NET · UFT · VBScript
Hybrid automation framework (keyword + data-driven)
Page Object Model (POM) design pattern
Advisor onboarding and profile management flows
Commission calculation and policy tracking validation
Advisor activation/deactivation and code generation

A self-directed wealth management and trading platform designed for retail investors to independently manage their investments and trading activities.

Create and submit investment trade requests
View and manage investment portfolios
Access market insights and investment research
Monitor benchmarks and market performance
View real-time instrument prices and market standings integrated from Morningstar and S&P
Explore financial products and investment opportunities
Access trading functionalities and investment dashboards
Track portfolio growth and investment performance

A wealth management platform designed for High Net Worth Individuals (HNI), where investment accounts and portfolios are managed by dedicated financial advisors. Provides clients with visibility into their wealth management activities and portfolio performance.

View portfolio holdings and overall account balance
Track asset growth against selected benchmarks and market indices
Access trade confirmations and transaction history retrieved from Broadridge
View detailed asset and investment allocations
Secure messaging and communication with financial advisors
Raise and manage document requests
Access portfolio reports and investment insights

A centralized portfolio and investment management platform designed for large-scale and institutional investment operations.

Manage large investment accounts and portfolios
Create and maintain model portfolios
Bundle investment instruments based on investment strategies and eligibility criteria
Subscribe multiple client accounts to model portfolios
Execute bulk trades across subscribed accounts
Perform tax-loss harvesting activities
Support asset rebalancing and portfolio maintenance operations

An onboarding platform used by advisors to create and configure investment accounts for clients.

Capture client KYC and personal information
Maintain financial assets and liabilities
Configure investment objectives and risk tolerance
Manage account and reporting preferences
Capture tax and compliance-related information

A portfolio management platform used by financial advisors to manage client investment accounts and portfolios.

Create and submit BUY/SELL trades for investment instruments
View portfolio holdings and performance
Compare portfolio performance against predefined benchmarks
Add and manage sub-accounts
Validate portfolio allocation against client risk profiles and investment objectives
Access investment reports and portfolio insights