Expertise: Regulations, Contracts and Monitoring Tools

Last year, like in previous years, we used various monitoring tools (Charles River IMS, MIG21, Bloomberg AIM, SimCorp Dimension, Profidata Xentis, SunGard Asset Arena) to implement insurance and pension fund requirements in addition to our core services covering UCITS, InvG (German Investment Act) and special fund contracts.

We use special methods and procedures for migrating fund and special fund requirements during the transition of the asset management company, while merging several asset managers or during the migration to a new tool.

Another of our core areas is the use of standards across processes to achieve terminological and functional unity among all stakeholders. This standard also serves to reduce the amount of rules and their complexities and to increase the transparency of the sub-process.