Investment Compliance

Investment Compliance

Automatically manage your investments’ compliance thanks to artificial intelligence algorithms and comply with regulatory and statutory obligations (UCITS, AIFM…) regarding portfolio and fund management.

Functionnalities

  • Automatic rule detection in the documents (prospectus, photos, fax…)
  • Automatic transformation of rules into ratios
  • Incident management and audit
  • Cash Monitoring and Cash reconciliation
  • Timely settlement
  • Transfer Agent
  • Fund life cycle
  • Asset Certification

A state-of-the-art software platform

Fortia is hiring
  • Data scientists
  • Developers
  • Consultants
  • Business Developpers
  • Business Analysts
  • Engineers