Platform

The etac platform consists of several business modules, each available for standalone use. While the modules operate independently, combining them delivers the greatest benefit.

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.

Our Software – SaaS, On-Premises or Private Cloud

etac is a modern web application built on reliable open-source frameworks, ensuring flexibility and scalability. On-premises installations benefit from our use of open-source software, such as Docker and PostgreSQL, which help lower operational costs.

Seamlessly integrate etac into your IT landscape with support for single sign-on and trusted authentication mechanisms like LDAP, SAML, or Microsoft Entra.

Product Lifecycle

Manage the entire fund lifecycle with etac’s Product Lifecycle module – from inception to liquidation.

  • Independent data modeling – Configure custom product templates without relying on software releases

  • Manage fund master data, fee agreements, investment guidelines, tax information, and much more

  • Audit-proof product data changes with version history

  • Keep an overview of your large and complex product processes

  • Leverage the power of BPMN workflows to structure work and exchange data across external systems

  • Create product fact sheets using etac’s reporting engine

  • Foster collaboration between departments by including other teams in your business processes

  • Golden source of your product data

Investment Compliance Monitoring

The IC Monitoring module supports the monitoring, tracking and documentation of the daily investment compliance checks

  • Consolidate investment compliance results from various source systems

  • System-supported alert classification and anomaly detection

  • Automation and customisation with the help of configurable automation rules

  • Controlled access for internal and external auditors

  • Comprehensive email support

  • Central storage for breach documentation including file attachments and emails

Investment Policy Management

Manage investment policies with flexibility and structure, reducing errors and standardising contracts for greater consistency and higher degree of automation.

  • Unify investment guidelines

  • Reduce manual work and omit conflicting restrictions

  • Define the investment universe, asset allocations, as well as qualitative and quantitative restrictions

  • Compare new contracts with previous versions

  • Specify which rules from your investment compliance system cover an investment restriction and easily find missing rules

  • Automate the assignment of rules to be checked in a fund’s compliance check run

Rule Library

Manage rule definitions across multiple investment compliance check systems

  • Real-time overview of all rule statuses across all investment compliance systems

  • Manage pending work with an issue backlog

  • Audit-proof storage of test documentation for rules and auxiliary structures

  • Documentation templates for a consistent test approach and unified documentation process

  • Two-person approval possibility for reviewing test documentation

Disclosure

Perform voting rights checks and manage shareholding disclosures

  • Comprehensive management of voting rights disclosures – both when thresholds are reached and when they fall below

  • Ensures daily tracking of voting rights to comply with country-specific regulations

  • Drill down to position level for precise voting rights attribution

  • Seamless integration of position data from various source systems

  • Store and browse the complete history of assets, issuers and voting rights

Business Process Management

Foster team collaboration and streamline business processes with etac’s Business Process Management module

  • Say goodbye to manual checklists, endless email exchanges, and lost files

  • Manage deadlines and notifications

  • Gain a clear overview of an ongoing process at a glance

  • Graphical designer for modelling business processes

  • Define user forms to gather and display data

  • Set fine-grained permissions and control data visibility with precision