Business Role


Maintaining compliance with investment guidelines and evolving regulations is challenging. Streamline this process using our solutions.

Integrity Monitoring

Quickly define restrictions on investable assets, ratings, issuers, etc. Define concentration limits with user-defined logic within portfolios. Monitor compliance on an ongoing basis.

Real Time View of Positions

View your current holdings and cash positions in real-time. Load past holdings as of any date.

Hypo Trade Scenarios

Quickly evaluate portfolio capacities and any restrictions for your trade ideas.

Audit & Security

Changes to client data are tracked and easily traceable. Data is encrypted in Vantage and always transmitted using the latest security protocols.

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