OUR TECHNOLOGY
Streamline the operational review process*
WorkFlow Discovery
Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.
Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simple drag and drop elements like text, images and links, or connect to data from your collection. Tell people more about the services you offer. Use this repeating layout to display content. It's an easy way to keep your customers up to date with what's happening. Want to make this content your own? Simply drag and drop elements.
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P: Our own developed Proprietary software
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A: Analytics driven monitoring of the manager
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T: Financial Technology (FinTech) firm dedicated to tech
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H: Heatmap visual view to identify areas of concern
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Continual year round monitoring of the investment managers operational infrastructure
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Direct connectivity to regulatory filings where applicable e.g. form ADV
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Multiple user access at client
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Tracking capabilities at the product or manager level
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Data warehouse to upload of monthly manager letters or fund documents
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Track product monthly fund returns
