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.
- Alerts for performance KPIs, risk, exposure, allocations, liquidity limits and more
- Set pre-warning levels so you can take action before any hard breaches
- Instant notifications and email alerts to you and your team
COMPLIANCE
Stay on top of all your compliance and regulatory obligations
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
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