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.