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.

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

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

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.

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.

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