Client Success Stories

Don’t just take our word for it, hear how our clients solved their problems with AQMetrics

Success Stories

Join the AQMetrics team

At AQMetrics, we're constantly seeking exceptional talent to join our team.

Careers
MiFID II Reporting Migration FAQs: A Guide to Seamless Transition
MiFID II Reporting Migration FAQs: A Guide to Seamless Transition
Read more

Advanced Automation Tools for Asset Service Providers

Scale your regulatory capabilities seamlessly with AQMetrics, your partner in technology-driven asset servicing solutions.

Who We Work With

Enhance your Capabilities with our Intuitive, Real-Time Software, Offering Dynamic Automation and Unmatched Efficiency Tailored to your Needs.

End-to-End Data Management

Achieve excellence in data integrity with a solution that delivers quality, accuracy, and timeliness, simplifying complex processes.

Expand your Offering

Anticipate and fulfil your clients’ diverse regulatory needs across multiple jurisdictions, enhancing your service portfolio.

Scale your Business

Leverage AQMetrics to broaden your asset servicing offerings, integrating new regulatory solutions to fuel business growth.

Features

Data Management

  • Automation: Eliminate manual data handling and manual processes.
  • Flexibility: Easy-to-use rules builder allows you to configure rules and reports.
  • Global platform: A single platform and dashboard allows you to manage all of your data globally.

Risk and Reporting

  • Purpose-built for reporting: Offer AIFMD, Annex IV, CPOPQP, Form 13F, MiFID II transaction reporting and Form PF to your clients.
  • Liquidity Risk Control: Ensure your clients are compliant with ESMA, FCA, MAS and SEC liquidity guidelines.
  • Investment breach monitoring: Pre and post-trade monitoring ensure your clients are never breaching investment rules.

Future-Proof

  • Evolving regulations: Stay ahead of regulatory change.
  • Innovation: Stand apart with AQMetrics’ latest innovations.
  • New business: Scale and future-proof your business.

What our clients have to say

“We saw a growing need from our clients for outsourced risk reporting. So we wanted to find the best technology firms that can provide that service – and that’s why we chose AQMetrics.”

Chief Global
Strategy Officer
US Bank

“AQMetrics has been supporting CSC’s regulatory reporting requirements through its technology and value-added service. AQMetrics’ expertise and best-in-class technology mean that our business is always compliant with emerging regulatory change.”

Liam McHugh
Managing Director European Fund Administration
CSC Global

“We partnered with AQMetrics to enhance our regulatory reporting. We wanted to modernise and simplify, and in the AQMetrics technology platform we saw something really intuitive”

Dale Bucknell
Head of Operations
Sanlam

“We have been impressed with AQMetrics’ focus and commitment to regulatory reporting and are excited to partner with their team to enhance our services.”

Tyler Kim
Global Head of Fund Services
Maples Group

Customer success

Sumitomo Mitsui DS Asset Management Taps AQMetrics for MiFID II Transaction Reporting

The firm had an urgent need to find a replacement to its incumbent solution, which no longer offered automation, value and service aligned with the firm’s profile.