Features
Smart monitoring
Seamlessly track and monitor all investment guidelines and restrictions set for your investments. Use our intuitive platform to monitor, manage, and enforce investment guidelines without unnecessary complexity.
Automated data validation
Fully automate your data reconciliation and validation process. Identify errors, inconsistencies, and outliers automatically to improve the speed and data quality in your monitoring process.
Advanced analytics
Gain detailed insights on key risks and risk contribution with benchmark comparison, VaR, correlation matrix, sensitivity analysis, and powerful stress testing graphs.
Out-of-the-box reporting
Receive instant notifications when guideline breaches or violations occur. Maintain a comprehensive audit trail of all investment activities, simplifying compliance reporting and regulatory submissions.
Intuitive guideline builder
Craft investment guidelines effortlessly with our user-friendly interface. No technical jargon or complex language. Run instant checks to ensure that your guidelines are within regulatory and risk limits.
Compliance process
Define notification hierarchies and escalation procedures for prompt action in case of guideline breaches. Continuously understand the risk associated with investment positions and actions to prevent unexpected exposures.