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Automated assessment of investment restrictions

Automated assessment of investment restrictions is worthwhile and fun. The regular analysis of the Investment Guideline Management is an integral part of the application of the FondsDesigner (R). For the automated assessment, one of our customers measured an automation level of just over 95% for the month of August.

This is a top that we are very happy with. For our customers this means:

  • Almost all requirements of institutional investors are assessed at the point of sale

  • Automation allows more time for client relationship management and client advise.

Primary goals for the use of FondsDesigner are thereby met.


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