Funds-Axis offers a comprehensive investment compliance monitoring solution that covers a wide range of regulatory and prospectus rules.
Explore the operational aspects of our monitoring services on this page. For detailed regulatory analysis, click here.
Access our Quick Reference Guide to Regulatory Rules and Troubleshooting Exceptions.
Click here to streamline compliance and resolve issues with ease.
Accurate Investment Compliance results depend upon accurate holdings and NAV data being uploaded daily. For recommended daily Client Governance click here.
We also need accurate security data, both from market data vendors and static data in respect of deposit takes, counterparties, exchanges, CIS Invested into etc.
Visit the Data Quality Reports for transparency over the status of all data quality.
Find out how HighWire Test Portfolios empower clients to test their data in a controlled environment. Whether you’re setting up custom portfolios or using pre-configured templates, our step-by-step guide simplifies the process. Gain insights into creating, uploading, and processing data efficiently, with no additional costs under fair usage policies.
