Wealth management (2025)

Wealth management docs

This section captures some of my more recent work, though it’s a work in progress.

  • These docs are conceptual, introductory docs meant to overview the company’s data model for Solutions and Developer teams.
  • Over time I may upload procedural docs about working with certain integration patterns after generalizing them enough to showcase. :)

This section does not capture work done in Summer 2025, like building a Docusaurus site from scratch, adding definitions to GraphQL schemas, or releasing dozens of docs about new features and capabilities. I hope to migrate this site into a Docusaurus site so I can showcase tooling I’ve used for these projects, like SpectaQL for automated GraphQL docs or Cursor-supported React components for custom Docusaurus functionality.