Investment Regulatory

You can use the iWorks Investment Regulatory module to help oversee the process of regulatory reporting and ensure you meet compliance in all your investment practices.

Features

  • Imports and exports data using automated interfaces
  • Provides reporting at executive, portfolio management, accounting and operational levels
  • Secures your data with multi-level password protection
  • Allows you to save and share reports as PDF, spreadsheet and text files

Benefits

  • Minimizes data entry by allowing you to quickly transfer transaction information
  • Saves time, reduces errors and streamlines accounting
  • Offers a choice of in-house, via eLink (on a ASP basis) or outsourced delivery channels
  • Gives you the flexibility and scalability to cost-effectively select the functionality you need through the modular structure