Automate your investment guideline extraction process using our cutting-edge Artificial Intelligence (“AI”) and Machine Learning (“ML”) process, anonymized to ensure data privacy.
- Manage 1,000s of regulatory, prospectus/IMA and operational restrictions with confidence and accuracy.
- Creation of a central repository and go-to place for documents, interpretations and rule library management.
- Maintain a lean rule library by avoiding duplicates while being able to easily trace back to source language.
- Manage your rule coding, testing and sign-off workflows with a built-in audit trail.
- Being asked to do more with fewer resources and inexperienced staff? Empower your most junior staff with the ability to quickly and confidently perform, reducing the training and supervision burden.
- Out-of-the-box workflows and pre-configured templates allow you to effectively manage account lifecycles across multiple teams, systems, time zones and outsourcing/offshoring models.