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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.

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 User Roles

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 warnings of approaching thresholds based on your disposition to disclose publicly.

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