Reports
Solutions
Our reporting framework delivers comprehensive, customizable outputs designed to meet the diverse needs of institutional investors.
Custom Reporting
Access extensive, fully customizable reporting delivered directly through the online platform, secure file transfer, or API. Every report can be tailored to your preferred content, level of detail, and layout, ensuring a seamless fit with internal workflows, oversight processes, and client presentations. Whether you need daily dashboards or deep-dive analytics, our reporting engine adapts to your exact specifications.
Regulatory Reporting
Meet regulatory requirements with confidence. With years of experience supporting clients under Solvency II, UCITS, Basel III, and other supervisory frameworks, we provide structured, reliable reporting that aligns with regulatory standards across jurisdictions. Our reports offer transparent calculations, complete auditability, and consistent formatting, helping you streamline regulatory submissions and reduce operational burden.
Compliance Monitoring
Define investment objectives, constraints, and mandate guidelines with full flexibility. Our compliance module automates daily monitoring across portfolios and strategies, issuing real-time alerts and breach notifications whenever limits are approached or exceeded. This enables proactive oversight, faster remediation, and a clear governance trail for internal and external stakeholders.