Shareholder Disclosures Monitoring for a medium-sized asset manager

Data from 8 different third-party administrators and over 500,000 positions relating to segregated clients is aggregated every day.

Holdings are aggregated and rules are processed in less than 10 minutes to give a complete coverage of UCITS, prospectus rules and shareholder disclosure rules.

The solution includes shareholder disclosure validation and is available on a fully managed basis.

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