Features
Compliance
Run up to four different mandate checks against each portfolio or fund of funds in any single automated report run. Choose between pre-loaded single-click regulatory compliance sets:
South Africa
- BN 52 RHF
- BN 52 QIF
- BN 90 Standard
- BN 90 Money market
- BN 90 Fund of funds
Europe
- UCITS
Australia
- ASIC 2016/HF
- AIMA Broad
Or build your own in-house mandates.