How Teracloud is helping Pulse360 revolutionize the wealth management industry 

Executive Summary

Pulse360 was founded to disrupt the way Financial advisors work today. The company is rapidly growing so they needed an AWS Consulting Partner to review what they built so far to be able to grow efficiently taking advantage of the pay-as-you-go cloud model. Teracloud proposed an entirely new infrastructure based on a well-architected framework to set the right technology base.

About Pulse360

Pulse360 is a newly-launched software that offers advisors a direct way to create consistent customized, perfectly written meeting documentation - in a fraction of the time.

Problem

With increasing competition, labor costs, new fiduciary regulations, and long training cycles, financial advisors are struggling to keep up, let alone grow. Automated investing (aka Robo Advisors) are lowering fees by 80% and competing with financial advisors. Archaic technology is not keeping pace with the way advisors work. Pulse360 all-in-one workflow software will help financial advisors differentiate and deliver their advice at scale and in a fraction of the time. It will keep them compliant. And best of all, junior staff can now do the work –allowing senior staff to focus on growth activities.

About Pulse360

Due the nature of wealth management industry security is a top priority, on top of that Pulse360 needed to know where they were standing regarding industry best practices before their new platform goes to production public/use.

Pulse360 wanted to have an experienced AWS partner with a strong background in Security to review their infrastructure and helps to build secure, high-performing, resilient, and efficient infrastructure for their applications and workloads.

Main Challenges

Teracloud’s knowledge of security and also the experience in helping all kinds of startups to scale their business in a healthy and efficient way was crucial in their decision.

Teracloud’s Certified AWS Engineers conducted a comprehensive review of the organization’s existing AWS environment. As a result of this review, Teracloud produced a report that outlined the company’s current state in terms of meeting the five pillars of the AWS Well-Architected Framework and specific technical recommendations for improving their environment.

  • Teracloud’s team has vast experience in security compliances and good practices.

  • APN partner with certified resources

  • Proactive and leadership attitude team

Teracloud Solution

Get Inspired

After considering the extensive gaps, risks, and threats found in their current environment and exposed by the Well-Architected Framework Report produced on the initial engagement, Pulse360 decided to build a new AWS environment from the ground up while keeping their current AWS environment active, to finally conduct a migration to the new AWS environment once complete.

 

In response to this challenge, Teracloud proposed the following new architecture:

Architecture Design

Following the AWS Well-Architected framework we have designed and implemented a solution that includes the 5 pillars.

  • Security

  • Reliability

  • Performance

  • Operational Excellence

  • Cost-effectiveness

PCI compliant design

  1. Architecture based on containers under AWS ECS.

  2. Continuous Integration and Delivery using CodeBuild and CodePipelines.

  3. Infrastructure as a Code using Terraform.

  4. Secure and reliable data stores with AWS RDS with MultiAZ and Multi-layer design.

  5. Content delivered through AWS Cloudfront.

  6. Monitoring and visibility enabled by CloudWatch and AWS Security Hub.

  7. Separation of concerns and high availability at the VPC level with multilayer design, most appropriate for the sensibility of the financial services industry.

Next Steps

Teracloud will continue working with Pulse360 long term, supporting and managing their cloud infrastructure on a 24x7 capability. Pulse360 is growing fast facing new challenges ahead at many levels, Teracloud will continue is planning to continue working improving performance, security, reliability, operational tooling, and cost-efficiency.

About the Partner

Teracloud is a fast-growing AWS Select Consulting Partner company created by certified cloud experts in migrating and deploying startups, enterprises, and everything in between to the cloud.

We have worked for companies from many different industries such as airlines, healthcare, education, and e-commerce designing, implementing, and managing Cloud workloads with HA architecture under 99.999% uptime SLA and PCI/HIPAA compliance requirements.

We also have a strong commitment to the Cloud community, we host local branch of AWS User Group and meetups in support of education, evangelization, and evolution of the IT community. As an Amazon Web Services partner, we have been invited to participate in the AWS Community Day Buenos Aires 2019 and AWS main conference in Las Vegas re: invent 2019 as speakers.

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