Rule Coverage

Key Features

investment-compliance-rules-engine

Comprehensive rules engine

pre-configured-package-of-disclosure-rules

Pre-configured package of disclosure rules

indices-and-baskets

Decomposition of indices and baskets

investment-compliance-managed-service

Available as Technology-only or as a Managed Service

early-warning

Early warning thresholds

multiple-levels

Aggregation at multiple levels

single-click

Single click report generation

full-disclosure

Full disclosure workflow

Automated Shareholder Disclosure Monitoring Software

Our automated shareholder disclosure monitoring software provides automated monitoring of global shareholder disclosure rules across 80+ countries on a single platform.

This includes the monitoring of:

ATLAS Funds Training

Learn more about the Shareholder Disclosure Rules with our Online Fund Training portal.
Visit Portal
automated shareholder disclosures software diagram
automated shareholder disclosures software diagram

Request a Demo

For more information or to see a demo of our Automated Shareholder Disclosure Monitoring Software, please complete the form below. A member of our team will contact you as soon as possible.