EQube's Trust Compliance module provides compliance officers with an effective and efficient means to address compliance-related tasks, portfolio management and analysis.
Integration with Banking Front & Back Office Systems
Portfolio with drill down analysis & Tracking
Configuring settings for Portfolio Types
Exception Processing
Documentation Review & Reporting
Restricted Securities
Asset Allocation Levels
Limits By Sectors
Limits by asset classes
Exposures
To inquire about any of the items listed above and additional features please speak with a sales representative.