MONITORING AND ALERTS

Create soft and hard limits for anything you want to monitor in your portfolio and receive daily alerts for any breaches. So you and your team can get straight to investigating and taking corrective action.

• Alerts for performance KPIs, risk, exposure, allocations, regulatory limits and more
• Customise your own limits
• Set pre-warning levels so you can take action before any hard breaches
• Instant notifications and email alerts to you and your team

Manage all your compliance and regulatory obligations in one place, backed by timely and accurate data you can trust.

• Includes UCITS, MiFID, ISDA, Product Risk Profiles, Investment Policy Statements and more.
• Use soft limits to identify and resolve issues before they become breaches
• Instant notifications and email alerts so you and your team can take quick action