Services

Maintains brokerage account details and customer information.

A streaming data transformer for producing aggregate data that is derived from models produced by other services.

Gateway that communicates with Alloy for KYC verification.

Block buy/sell signal collection.

Bridge between the Carta Inc and CartaX Kafka clusters.

Cash gateway service. It is the interface to the banking provider (JPM).

Maintains system configuration.

Tracks documents uploaded to S3.

The Next.js frontend server. The frontend server subscribes to model data so that it can prerender data and make access control decisions on the server side. It does not send push updates to its clients.

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Issuer creation and reference data management.

Order management, matching engine, and cash ledger.

Cash management service. It manages external bank account linkages and transfer requests.

Publishes notifications via email and Slack.

Maintains customer portfolio data. Pulls information about securities and portfolio holdings from Carta Inc.

Generates reports as PDF or other documents.

Orchestrates the generation of reports based on scheduled and observed events.

Persists historical data from the queue topic by writing models into a Postgres database. This service does not use an SDL consumer because it is expected to insert all incoming records into the database, even if they do not pass validation.

The REST API server for submitting commands into the system.

Maintains reference data for transactions.

Coordinator for RSU settlement events.

Interacts with the Carta Inc registry to move securities to settle transactions executed on the X platform.

Writes snapshots of the queue topic to a snapshot and snapshot index topic.

Gateway that communicates with Socure for KYC verification.

Generates statements and confirmations.

Produces tax estimates.

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The WebSocket server for sending push data to frontend clients.

Legacy frontend workflow service.