Software for

Compliance

Satisfy your stakeholders with tailor made compliance processes


We enable you to create, modify, and classify compliance rules based on your needs, and also display and report the results of compliance checks. Your pre-trade and post-trade compliance processes are defined based on your needs with the help of our knowhow. For example, the rules for a Pension Fund are different than the rules for Banks, Asset Managers and Fund Managers. There is a growing pressure for all to have the right tools to control the business.

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Top things to know:
1 Control the business processes
2 Meet the regulatory demands in Sales, reporting and mandate management
3 With us you’re the one to set the limits of your business
4 Have a full audit trail
5 Automated back ups without technical hassle
6 Full control of various access rights
7 On demand reporting and compliace controll
8 Online and mobile use of system
More features:
1 Integrated CRM module with client and investor data
2 Real time position, transaction and performance information
3 Performance analytics
4 Dashboards for summary data at a glance
5 Advanced query and search capabilities
6 Business intelligence reporting capabilities
7 Automated reconciliation of trade information, settlement data, transactions and positions
8 GIPS-compliant composite reporting and maintenance
9 Outsourced reconciliation and data management option
We offer:
1 one software platform for investment management
2 the ready availability of your business
3 always the latest release included in monthly fee
4 continuity and security plan
5 additional features and modules as your business grows

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We work closely with you to find
the best solution for your business.

 


We make your business always accessible
with every device.

 


With us you will have an investment management platform that grows with you.

 


We support you during the deployment and over the years to come. You will have access to our expert consultants, training and online support.
 


With us you will always have the latest release of the software. Included in the price.