The all-in-one platform for managing multi-asset portfolios
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Stay on top of your portfolio with targeted warnings and alerts
Create limit rules and set daily alerts so that you know when something has changed in your portfolio. Keep a hawk eye on your compliance and regulatory obligations.
ALERTS
Receive warnings and breach alerts when they matter most
Create soft and hard limits for anything you want to monitor in your portfolio and receive daily alerts for any breaches. So you and your team can get straight to investigating and taking corrective action.
- Alerts for performance KPIs, risk, exposure, allocations, regulatory limits and more
- Customise your own limits
- Set pre-warning levels so you can take action before any hard breaches
- Instant notifications and email alerts to you and your team
COMPLIANCE
Use limit rules and daily alerts to stay ahead
Manage all your compliance and regulatory obligations in one place, backed by timely and accurate data you can trust.
- Includes UCITS, MiFID, ISDA, Product Risk Profiles, Investment Policy Statements and more.
- Use soft limits to identify and resolve issues before they become breaches
- Instant notifications and email alerts so you and your team can take quick action
More powerful features at your fingertips
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