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Case Studies

Multi Tenant Wealth Management Platform

Developed a Salesforce wealth management app

The Background

Mirketa offers personal finance management products to the US consumers. To increase the product reach it has converted the legacy J2EE platform into a multi-tenant cloud based wealth management platform that can be plugged in from Salesforce ecosystem used by Wealth Managers.

The Challenge

The legacy J2EE platform was built as a consumer web product. The Yodlee web services consumed by the product to aggregate data from various banks authenticates service requests based on server IP which makes it impossible to deploy the multi-tenant cloud version of the product on Salesforce platform directly.

Our Solution

The Mirketa team architected a hybrid solution, where all core product functions were converted into web services which can be called from customized Visualforce pages that use the same CSS as the web product. For Yodlee services we designed a new service which accepts multitenant requests and routes it to Yodlee and returns the data to requesting Salesforce tenant without storing it.

The Results

  • Converting the existing web pages into custom Visualforce to cut the application migration time by 75%.
  • Web services architecture allows ISV to offer their core functions as discrete features that can be purchased by Salesforce users
  • Multi-tenant architecture for middleware allows ISV to offer Yodlee aggregation services without needing to setup separate Yodlee accounts which can be expensive and quite time consuming.
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