Challenges & Solutions
Challenges
- Ultra-high-net-worth client data demands highest security standards
- MiFID II requires transaction reporting and best execution evidence
- Portfolio analytics across thousands of instruments in real time
- FATCA/CRS tax reporting across multiple jurisdictions
- Client statements and performance reports must be pixel-perfect
CloudFormation Solves
- HSM-backed KMS for all client data encryption (bank-grade)
- Kinesis → Redshift for MiFID II transaction audit trail automation
- DynamoDB DAX for microsecond portfolio valuation calculations
- Glue cross-jurisdiction tax reporting automation pipelines
- Lambda + Puppeteer PDF generation for client statement production
Architecture Patterns
Portfolio Management
DynamoDB + ElastiCache for real-time portfolio valuations. Aurora for position and transaction history. SageMaker for risk factor calculations. API Gateway for portfolio API.
Regulatory Reporting
Kinesis Firehose → S3 → Glue ETL → Redshift. Automated MiFID II best execution reports. FATCA/CRS tax reports generated on schedule. 10-year immutable audit trail.
Client Reporting Portal
Lambda + Puppeteer for PDF statement generation. Presigned S3 URLs for secure document delivery. CloudFront for fast global document access. Cognito for MFA authentication.
Risk Analytics Engine
SageMaker for Value at Risk calculations. Spot GPU fleet for Monte Carlo simulations. Redshift for scenario analysis. QuickSight for risk dashboards.
Business Outcomes
Supported Providers
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