Alternative fund managers, among other regulatory bodies, must store and handle a vast volume of information in the light of specific requirements of the Securities and exchange Commission (SEC), the Commodities Futures Trading Commission (CFTC) and the Alternative Investment Fund Managers Directive. The latest software portfolio management solutions have functions that can efficiently handle data storage according to company size and budget.

Facilitate thorough transaction and coordination between clients

The handling of properties requires a large number of customer interactions. To order to maintain the credibility of each transaction, correspondence with customers and brokers must be correctly and accurately processed. Transaction data – from customer orders to actual transactions – should be kept safe, but should also be made available to help informed decision-making.

Facilitate monitoring of compliance

Asset managers may use such functions as automatic recorders for document delivery deadlines and enforcement verification features to eased the task of ensuring enforcement. The activities to be completed under industry regulation can be broken down and described on an integrated framework calendar. It helps each organization to be 100 % confident that its enforcement requirements will be met.

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