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