Rules
Engine

Global rule coverage

We cover rules set out by exchanges and regulators (MiFID II, CFTC), including position limits, accountability levels and reporting levels across spot, single, other and all month timeframes.

Netting and aggregation

FundApps automatically converts, nets and aggregates child contracts into parent contracts when required per regulations.

Exemptions

Users have the ability to override and customize limit values, providing visibility of active and/or deactivated exemptions granted by regulators and exchanges.

Disaggregate holdings

The ability to reflect agreements with regulators to disaggregate certain entities from calculations required by top-level companies.

Manage User Roles

The user privilege model within the service specifies the functionality available to users throughout the system, defined by user roles.