
Cloud-based investment compliance software that monitors investment risks, ensures regulatory compliance, and manages breaches.
Vendor
Miles Software
Company Website
Miles Software's Investment Compliance Solution, MoneyWare, helps investment managers monitor investment risks, ensure regulatory compliance, and manage breaches. It integrates with core banking and third-party systems to provide comprehensive visibility and control over compliance processes.
Key Features
Real-Time Monitoring Monitor investment restrictions in real-time.
- Regulatory restrictions.
- Manager and fund-specific mandates.
Compliance Management Ensure adherence to regulatory requirements.
- Integrated rules libraries.
- Automated compliance checks.
Breach Management Manage and resolve compliance breaches efficiently.
- Detailed audit trails.
- Comprehensive breach management workflows.
Benefits
Improved Efficiency Streamline compliance management processes.
- Reduce manual tasks.
- Increase accuracy.
Enhanced Visibility Gain comprehensive insights into compliance status.
- Monitor compliance across portfolios.
- Make informed decisions.