Automated monitoring of portfolios against internal controls, risk limits and client mandates; the vendor emphasises continuous post-trade oversight rather than pre-trade screening.
Confirmed on the vendor's own site · source · 2026-08-27
Cloud platform covering MiFID II, EMIR, AIFMD Annex IV, Form ADV, Form PF, CPO-PQR, 13D/13G, 13F, N-PX and Form SHO in one place.
Confirmed on the vendor's own site · source · 2026-08-27