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  • Automated, customisable workflows to suit individual users

    As competition increases, customisable and highly automated workflows become indispensable.

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    Our automated workflows generate and track compliance warnings and breaches for all portfolios at investment manager, group/branch and at organisation level. Once the breach resolution process commences, its progress is tracked and documented automatically at every stage. Future portfolio review dates are diarised and systematic escalation paths and notifications ensure that reviews are never missed.