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Regulatory rules

Rules reviewed, coded, and maintained by our in-house regulatory experts based on legal memorandum provided by our partner aosphere.

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Aggregate holdings

FundApps aggregation framework models both horizontal and vertical structures, performing the required calculations to disclose correctly.

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Disaggregate holdings

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

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Swinging thresholds

Coverage of thresholds that fluctuate based on changes relative to previously disclosed positions.

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Manage business hierarchies

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

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Custom notifications

Customise notifications and position level warnings of approaching thresholds based on your disposition to disclose publicly.

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