Rules Writing
Introduction

HighWire features a comprehensive Rules Engine.

Rules can be written in respect of:

  • line
    Portfolios (portfolio level calcs)
  • line
    Holdings
  • line
    Trades
  • line
    Cash Flows

HighWire features over 2,000 pre-coded Regulatory Rules and Prospectus Rules – click here for details.

HighWire Rules Writing

The following may also be of interest:

ProcessOverviewResource
HighWire Rules Engine OverviewClick to find out more
Funds-Axis Rules Writing Style GuideHow we ensure consistent interpretation of rules to be writtenClick to find out more
Groupings of AssetsEffective use of asset types, subtypes, assetgroups, user defined selections and taxonomiesClick to find out more
Rules GuidesHow a range of rules types are codedClick to find out more
Prospectus Rules ReviewHow to effectively review a prospectusClick to find out more