Compliance Exchange
Compliance Exchange is a cutting-edge, real-time compliance engine designed to empower investment professionals and compliance teams with lightning-fast portfolio checks, automated reporting, and flexible customization.
Seamlessly integrate compliance into your decision-making workflows and ensure adherence to regulatory standards with ease.
Speed-of-thought realtime portfolio compliance engine
Automate batch compliance and reporting
Easy to configure and maintain
Battle tested across regulatory regimes such as Regulation 28
Supports custom rule sets
Empower Decision Makers with Lightning Fast Compliance checks
Seamlessly integrate realtime compliance without slowing portfolio decision making workflows.
Automate Batch Compliance Checks and Reporting
Batch check thousands of portfolios simultaneously and generate requisite regulatory reporting.
Minimise Time-to-Compliance
Minimise time-to-impact with pre-populated regulatory rule sets covering common regulatory regimes such as Reg 28, SARB C-23, UCITS and more.
Enable Compliance Professionals
Fully transparent configuration and audit trail enables compliance teams to shape and oversee program.
Benefits
Key features
Real-time Compliance Checks
Conduct pre-trade compliance checks in real-time, ensuring your portfolio aligns with regulatory standards instantly.
Real-time Compliance Reports
Generate compliance reports on-the-fly, providing you with comprehensive insights into the compliance status of your portfolio at any given moment.
API-First Approach
With our API-first design, integrate Compliance Exchange seamlessly into your existing systems and workflows, allowing for smooth interaction and automation.
Full Audit Trail
Maintain a full audit trail of compliance checks and reviews
Custom Rule Sets for Internal and Regulatory Regimes
Easily configure and maintain detailed rule sets corresponding to internal and external compliance requirements.
Native Excel Integration
Combine with Excel Exchange data engine to seamlessly integrate into Excel based workflows.
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