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This global fund services provider supports a variety of investment strategies and products, including mutual funds, alternative investments and exchange-traded funds. Servicing 609 fund families comprised of 3,432 portfolios, 4,274 fund classes, and 4.6 million shareholder accounts with $1.14 trillion in client assets, It is a subsidiary of the fifth largest commercial bank in the United States.
The fund services provider had multiple incumbent regulatory reporting solutions and was providing automated data feeds to third party providers. The firm had a strong-focus to continuously invest in advanced technology to enhance the reporting, data, and delivery capabilities to their customers. A consolidated platform to meet the global needs of their diverse customer base was key to their product and technology strategy.
AQMetrics provides the fund services provider and their customers with an on-demand, cloud-based software service for multi-jurisdictional risk and regulatory reporting. The intuitive workflow is tuned with their business operating model, allowing for two levels of approval – one within the fund services provider and one within the fund manager. AQMetrics automated validation ensures no issues at filing time. Ease of use, and streamlined processing has brought significant efficiencies, reducing filing time by more than 50%.
Grâce à une plateforme combinant analyse quantitative et explainable AI workflows, vous disposez de processus de décisions transparents.
Grâce à des flux automatisés et à une gestion des données autonome, vous disposez en permanence d’informations sourcées et accessibles.
Une seule plateforme qui répond à vos besoins de gestion des risques et de conformité réglementaire. Vous vous affranchissez de la multitude d’outils pour réunir l’ensemble des besoins sous une même interface.