Life Cycle Compliance
- Pre-Trade -> In-Trade -> Post-Trade
- Reg28, CISCA, mandate & general
- Integrated into trading workflows
- Trade compliance made easy
Portfolio Monitoring
- Daily monitoring of portfolios
- Detailed portfolio insights
- Integrated into workflows
Breach Alerts
- Lifecycle breach alerts
- Daily monitoring, Pre-Trade, In-Trade, Post-Trade
- Audit trails
What-If-Simulations
- Single, multiple and portfolio order scenarios
- Helps ensure compliant order flows
- Reduce downstream workload through early guidance
User Dashboards
- Easy overviews
- Breaches, warnings, and activity
- Manager drilldowns
Audit Trails
- Extensive historical search options
- Record keeping made easy
