RCM was designed to ensure that wealth management and financial planning firms have the best solution to: support compliance in achieving its objectives, automate the detection of problematic transactions, and mitigate regulatory, financial and reputational risks
The Croesus Risk and Compliance Module can help wealth management professionals keep up with requirements to reduce the costs and workload associated with regulatory compliance. By efficiently pinpointing areas of risk you can provide clients with a more robust, comprehensive investment strategy that takes into account risk scenarios. From automating a risk rating process to allocating the risk of a portfolio to adjusting goals to processing an external, risk rating feed, this tool provides a robust feature set for reducing risk and ensuring compliance.
Main Benefits
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