Raj Patel

Business Analyst @intelliflo

Wimbledon, GB

As part of the product team involved with the development of Intellflo\'s Wealthlink proposition. Tasked with gathering and defining requirements for a system advisory path that integrates Intelliflo Office with Hubwise, a trading platform, by engaging product managers and business architects. Creating the necessary artefacts to assist the description and ranking of the solution\'s behaviour to satisfy business needs. Participated in the design of solutions alongside solution architects to support a new Integration service utilising AWS. Collaborate with Hubwise in defining key integration service that will allow Intelliflo to provide a more generic approach and allow other platforms to integrate with Intelliflo office. Supporting both local and offshore development teams across different time zone. • Wireframe mock-ups to clarify account opening and service processes. • Integration service to request/retrieve investment illustration document based of advice proposal prepared in Intelliflo Office for an investor. • Enhancement to documents creation process within the account opening, allow for configuration of documents based on provider/product, and capture of version-controlled declarations. • Design of integration of Model Portfolio from Hubwise platform. • Enhancement of Model Portfolio maintenance management within Intelliflo Office. • Interim solution for SSO to Hubwise from Intelliflo Office. • Documentation to provide data mapping of the various integration contracts to source of data from Intelliflo office.

Science College

A level, Chemistry