Calculations Covered

Bulk Document Production

SRRI (Market & VAR)
@ weekly or monthly frequency

Bulk Document Production

SRI ( MRM, Asset Mix and VAR)
@ daily, weekly or monthly frequency

Bulk Document Production

Performance Scenarios
@ monthly frequency

Bulk Document Production

Past Performance

Bulk Document Production

Statistics

Key Features

Excel and CSV Compatibility

Excel and CSV
Outputs

Integration with Calculations Modules

Integrated
Calculations Engine

Centralised Document Management

Centralised Document Management

Effortless One-Click Production

One-Click Report
Generation

Streamlined Delivery Options

Streamlined
Digital Delivery

Full Audit Trail

Comprehensive
Audit Trails

Integration with Calculations Modules

Customisable
Calculation Models

Real-Time Data Access

Real-Time
Data Access

Our Automated Solution for SRRI, SRI & Performance Compliance

Our SRRI, SRI, and Performance Calculation solution is designed to provide a seamless, automated approach to essential regulatory and performance metrics. By reducing the manual effort involved in calculations and ensuring compliance with regulatory standards, our solution helps asset managers produce reliable metrics and insights quickly. With customisable features and data integration options, we enable firms to streamline performance and risk reporting in a fast-paced regulatory environment.
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Key Benefits of Our Automated SRRI, SRI & Performance Calculations Solution

Our automated calculation solution offers precision, efficiency, and compliance support for SRRI, SRI, and performance metrics. With an easy-to-use interface and advanced automation, your team can rely on accurate data for informed decision-making.
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    Reduces calculation time with automated processes.
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    Enhances accuracy in SRRI and SRI compliance.
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    Supports in-depth performance analysis.
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    Simplifies reporting with custom formatting options.
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    Frees up resources for strategic work.
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Investor Fund Documentation Insights

Request a Demo

For more information or to see a demo of our comprehensive solutions for SRRI, SRI & Performance Calculations, please complete the form below. A member of our team will contact you as soon as possible.