One place features

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One Place Suite Overview ​

The One Place Suite is a collection of internal portal applications built on the IPA (Internal Portal Architecture) platform. These applications provide essential tools for managing client data, visibility settings, and platform navigation.

Applications ​

1. Dashboard App ​

Central hub for accessing all One Place Suite applications. Provides navigation and feature management.

Learn more →

2. Account Visibility Manager ​

Manage client account visibility settings and search account data across profiles.

Learn more →

3. PFM Manager ​

Retrieve and manage Personal Financial Management (PFM) GUIDs for clients.

Learn more →

4. Client Search ​

Quick client search functionality that can be embedded as a top feature in other applications.

Learn more →

Architecture ​

All applications are built using:

  • Angular (version 19.x)
  • IPA SDK - Investec Platform Architecture SDK
  • IO Bootstrap - Shared component library
  • TypeScript - Type-safe development

Key Features ​

  • Sideloading: Applications can be loaded dynamically into different panel positions
  • Client Context Sharing: Active client context is shared across applications
  • Responsive Design: Adapts to different container widths and panel positions
  • Feature Management: Smart feature state management with proper cleanup

Getting Started ​

Each application can be run independently (standalone), naviagte to the application in your terminal for the specific apps path and run:

bash
npm run start