SaaS Compliance & Regulatory
Reporting Services

Taking the pressure off regulatory reporting with SaaS

As a financial advisory in the business of growing your client’s wealth, markets have stringent regulatory framework that businesses need to comply with. Given the multi-location, multi-currency, multi-asset nature of business, it does become difficult to keep track of compliance. Not being compliant is non-negotiable, and a software like MoneyWare is designed to take care of regulatory reporting and compliance.

Software-as-a-Service (SaaS) includes compliance and regulatory reporting for UCITS investment compliance, AIFMD reporting and global regulatory disclosures  including major shareholdings, takeovers, dealing disclosures, short selling and more. These services can either be implemented in-house or fully outsourced and we manage the complete back-office activities.

Miles Managed Services – tailored to client needs

Support & Maintenance
  • Support
  • Upgrades
  • Training
  • Bug fixes
IT Infrastructure
  • Hosting
  • Server
  • Maintenance
System Administration
  • Security and entitlement
  • Set up funds
  • Rules writing
  • Apply rules to funds
  • Data mapping
  • Reports development
Data Management
  • Monitoring daily load processes
  • Security data
  • Validation and maintenance
Rules Services
  • GRID
  • Asset eligibility analysis
  • Results review and validation

Miles Software Leader in IBS Intelligence Sales League Table 2018