The Wealth Behind the Code
About this PDF
You know how to code. But can you explain what the money is actually doing? If you're a software engineer, business analyst, QA professional, technology consultant, or campus hire looking to build a career in banking, financial services, wealth management, or WealthTech, The Wealth Behind the Code is designed to help you understand the business behind the systems you build. Most finance books explain investing. Most technology books explain software. This book connects the two. Instead of teaching wealth management as disconnected concepts, the book follows one fictional family through the complete wealth-management journey, from onboarding and funding through investing, rebalancing, fees, tax, reporting, and servicing. The same case and numbers are carried through the book so that you can see how business rules translate into data, calculations, APIs, workflows, controls, and production problems. Inside, you'll learn: • How the wealth management lifecycle works, from prospect and onboarding to client reporting • KYC, AML, account opening, risk profiling, suitability and financial planning • Investment products, portfolio construction, orders, execution and rebalancing • Custody, books and records, reconciliation and money movement • Advisory fees, billing, performance measurement and tax lots • Private banking, alternative investments, retirement and digital advice • Wealth platform architecture, integration, Client 360 and data platforms • Security, privacy, resilience, quality engineering and GenAI in wealth management • How real wealth-platform problems become requirements, user stories, tests and production incidents Preparing for a Banking or Wealth-Tech Interview? The book includes 240+ interview questions, three case studies, an interview handbook, and a practical first-90-days guide. It can help you prepare for roles such as: Software Engineer Business Analyst QA / Test Engineer Product & Platform Technology roles WealthTech / BFSI Technology roles
What you get
Details
- Format
- PDF format
- Language
- English
- Size
- 3.2 MB
- Delivery
- Download to your device, instantly after payment
- Access
- Lifetime — buy once, open any time
- Sold by
- Sugnyan Bettadapura
- Published
- 31 October 2026
