Software Design & Development
Banking & Financial Services

Investment Data Exchange Platform

Trility engaged with this enterprise investment and retirement services provider to orchestrate and implement a pioneer product in the defined benefits plan (DBP) space to capitalize on a new global market opportunity.

Problem Statement

Due to legislative changes that were introduced by the Secure Act in January of 2020, this leading investment and retirement solutions provider was looking to effectively capitalize on new market opportunities with a revolutionary product that is first of its kind.

Solution Approach

Create an iterative strategy with key stakeholders, national providers, and partners to maximize value and product offerings in a way that is consumable for adoption and investment return.

  • Facilitate gathering product and technical requirements.

  • Leverage agile delivery methodology to build, bundle, and deploy the platform. 

  • Lead and execute security by design, enterprise architecture, and cloud build and development, following everything as code practices.

  • Create reusable patterns to deliver tested, working software that meets regulatory compliance requirements.

Terraform is leveraged to: Automate infrastructure provisioning and review plans in pipelines; create multi-account and multi-region application infrastructure hosted in AWS and Azure; integrate with congruent tools such as Sumo Logic, Okta, and Terraform Security, which alerts the team to vulnerabilities or enforces code patterns.


Built a first-in-class investment platform that:

  • Enabled the enterprise to be first to market with multi-carriers selling DBPs and the companies who sell and manage this offering to major employers.

  • Delivered a cloud-based and serverless solution, offering a first-of-its-kind Data Exchange Platform.

  • Offered portfolio expansion opportunities with 10-12 of the participating global asset managers.

  • Enabled secure, predictable, repeatable, and auditable frameworks. 

  • Eliminated the need for the client to hire a specialized team, greatly increasing their speed to market and overall cost of ownership

  • Created reusable API build-out and development. 

  • As new partners are added, Trility is overseeing the integrations, with 80 percent in repeatable services.

Project Attributes

  • Reduced COO
  • Reusable Patterns
  • Accelerate Delivery
  • Increased Automation
  • Increased Scalability
  • Increased Security
  • Verifiable Compliance
  • Increased Capabilities
  • Documentation

Technologies Used

  • Web API
  • Terraform
  • AWS Lambda
  • Okta
  • Terraform Security
  • Sumo Logic

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