Solution introduction
Helping you stay on the right side of investment restrictions through automation
FundApps automatically compares positions held in sensitive industries, or areas of national significance, to special thresholds set by regulators around the world
After a positions file is enriched with market data from sources like Bloomberg and Refinitiv, the system automatically completes the checks, and produces the relevant alerts for approvals, disclosures and hard stops. Holdings are aggregated to determine a position that accurately reflects a client’s interest in a specific issuer.
