Digitalise, standardise, and automate processes in the finance industry

Our software etac accelerates digital transformation in the investment fund industry, automating processes to save time and reduce errors.

Our Platform

Introducing etac

etac is an enterprise-ready software platform addressing a wide range of use cases. It focuses on business process digitalisation and automation for fund management companies and asset managers – driving everyday efficiency for our clients in Germany, Switzerland, and Luxembourg.

etac
  • Product Lifecycle

Handle the entire fund lifecycle from inception to liquidation. Manage master data and distribute it across external systems leveraging the power of structured BPMN processes.

  • Investment Compliance Monitoring

Monitoring of investment compliance breaches, support for escalation processes and controlled access for external auditors.

  • Investment Policy Management

Manage your investment policies and ensure complete monitoring of investment restrictions from contract to coded rules.

  • Rule Library

Manage rule definitions across multiple investment compliance check systems. Real-time overview of the processing status of all rule definitions including audit-proof test documentation and issue backlog.

  • Disclosure

A user-friendly way of accomplishing the voting rights check. Combining data from various external systems, support for country specific thresholds and tracking of disclosures.

  • Process Automation

Streamline and automate your business processes with our BPMN module, enabling seamless collaboration and ensuring structured, efficient workflow management.

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