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

Regulatory Insights

Get in Touch to Learn More

Learn how our Shareholder Disclosure Modules can transform your compliance processes. Whether you’re curious to learn more or ready to see them in action, we’re here to help. Fill out the form below, and a member of our team will be in touch to provide tailored insights or arrange a personalised demonstration.