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complete:
1  Unacceptable
2  Very poor - always fails to meet expectations
3  Poor - often fails to meet expectations
4  Satisfactory - sometimes meets expectations
5  Good - often meets expectations
6  Very good - always meets expectations
7  Excellent - consistently exceeds expectations

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True and fair assessment of providers' strengths and weaknesses
Absolute discretion assured over your involvement

service partners evaluated across 6000+ ratings submitted
Complimentary reports evaluating supplier performance

Monitoring and reporting

Monitoring positions of each line of stock, particularly across multiple investment managers, and reporting by reference to pre-determined compliance criteria.


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Client-driven rule setup process

Enabling clients to easily set up their own rules for compliance checks.


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Standard checks for regulatory compliance

Setting up all rules for appropriate regulations and checked them to the agreed timescale.


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Tailored checks for mandate compliance

Setting up all rules for compliance with agreed mandate and ensuring that they are checked on the agreed timescale.


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Pre-trade compliance

Conducting checks, prior to trade execution, of compliance with pre-determined investment restrictions, such as industry concentration limits.


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Post-trade compliance

Regularly checking the compliance of a portfolio with pre-determined investment restrictions, such as industry concentration limits.


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Reporting of compliance breaches

Reporting of compliance breaches on a timely basis.


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Other feedback

Year-on-year performance, improvements needed...
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