Compliance / Fitting analysis

Solution Summary

The Compliance and Fitting analysis solution enables optimization of processes related to legal and managerial fitting of investment portfolios, which provides more versatility and accuracy when parameterizing rules. It can be performed online or via command

 

Processes

  • Definition of compliance and fitting policy
  • Non-compliance checking

 

Benefits

  • Accurate fitting evaluation of investment portfolios
  • Online checking of fitting rules

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Cases

Cases


Cases de Sucesso - Lojas Zema

"Our operation used to be completely decentralized, with the structures of credit analysis and collection spread throughout the branches. It caused...

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