Shareholding Disclosure Pre Trade

Our Pre-Trade service allows clients to monitor on an intra-day basis if new positions or potential transactions will breach regulatory limits or require regulatory disclosures. Since the service uses the same regulatory rules as the FundApps post-trade checks, it ensures consistency between the results of our clients’ pre- and post-trade compliance checks. The Pre-Trade service is accessible via an API and available as an add-on to clients’ current FundApps subscription.