Effortless monitoring for secure investments

Welcome to the investment guideline monitoring platform that enables you to confidently managing risk and maintaining compliance in your investment strategy – effortlessly.

Effortless monitoring for secure investments

Welcome to the investment guideline monitoring platform that enables you to confidently managing risk and maintaining compliance in your investment strategy – effortlessly.

Our platform is the trusted solution for companies seeking robust and transparent transaction monitoring.

Tailored to the unique needs of financial institutions, our platform empowers you to confidently ensure compliance with regulatory requirements, all while reducing risk and operational costs.

Unlock the advantages of real-time monitoring, customization, and in-depth data analytics to inform your decisions and streamline your investment processes.

“Qlerk has been developed by investment controlling experts and combines investment controlling as a service (ICaaS) with a highly flexible and efficient software solution.”

“Qlerk has been developed by investment controlling experts and combines investment controlling as a service (ICaaS) with a highly flexible and efficient software solution.”

BENEFITS

Flexible and scalable technology to meet your unique monitoring needs

Flexible and scalable technology to meet your unique monitoring needs

SSOT

Centralised checks in one single system with one single history.

Unified approach and data standard for all stakeholders.

Reducing the margin for errors to a minimum.

Consensus between parties directly visible to enhance regulatory efficiency and transparency.

SSOT

Centralised checks in one single system with one single history.

Unified approach and data standard for all stakeholders.

Reducing the margin for errors to a minimum.

Consensus between parties directly visible to enhance regulatory efficiency and transparency.

SSOT

Centralised checks in one single system with one single history.

Unified approach and data standard for all stakeholders.

Reducing the margin for errors to a minimum.

Consensus between parties directly visible to enhance regulatory efficiency and transparency.

SERVICES

“Qlerk is category agnostic and allows to monitor any rule across any category including investment guidelines and ESG guidelines, sanction checks and provides associated regulatory reporting and auditable record-keeping.”

“Qlerk is category agnostic and allows to monitor any rule across any category including investment guidelines and ESG guidelines, sanction checks and provides associated regulatory reporting and auditable record-keeping.”

Our mission

Our mission is to simplify investment monitoring and to stand alongside our clients, advancing the fund industry with technology, thereby becoming a true source of impact for our clients success and business growth.

$20’000’000’000+

under oversight in 2023

99.99%

platform uptime

in 2023

30+ years

of investment

controlling

experience

One

platform

for all your

monitoring

Explore our platform

Discover our investment guideline monitoring platform that enables you to confidently managing risk and maintaining compliance in your investment strategy.

Our mission

Our mission is to simplify investment monitoring and to stand alongside our clients, advancing the fund industry with technology, thereby becoming a true source of impact for our clients success and business growth.

$20’000’000’000+

under oversight in 2023

99.99%

platform uptime

in 2023

30+ years

of investment

controlling

experience

One

platform

for all your

monitoring

Explore our platform

Discover our investment guideline monitoring platform that enables you to confidently managing risk and maintaining compliance in your investment strategy.