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Compliance

You can

  • Track your investments through various set limits or models.

  • Monitor if the value of the portfolio has dropped more than 10%.

  • Export contact data out of the system.

  • Take out reports Ex-ante costs and charges and Ex-post costs and charges, based on the expense classification you made.

  • Audit the changes in the system data.

  • Update contact information via integration with Roaring.