LedgerVue

A compliance officer receives a call from the regulator asking why portfolio 4027 breached its issuer concentration limit last Tuesday. The answer should be trivial. In most systems, it is not. Explore the architecture of post-trade compliance monitoring — from rule evaluation and reproducible snapshots to the issue lifecycle and the design trade-offs that determine whether a regulator's question takes minutes or weeks to answer.

At first glance, consolidating portfolio performance across asset classes looks straightforward. But the real challenge begins when you examine how fundamentally different these asset classes are in their semantic models, lifecycles, and performance measurement. Discover how event-driven projections elegantly resolve the tension between domain purity and unified reporting requirements.

Your portfolio has 50 positions. 47 have prices. 3 don't. What does your system show for total market value? Learn how modern portfolio management systems handle incomplete market data using the MissingInfo pattern - a guide for wealth management business analysts on distinguishing between zero values and missing values.