Automate Investment Guideline Compliance

Leverage NLP to streamline guideline extraction and validation from original documentation, reducing errors and implementation time. Link rules to guidelines to achieve seamless alignment with your OMS.

Automated compliance

Achieve complete compliance visibility

Ensure audit trails and transparency throughout the compliance process: from original documentation to OMS rule.

Guideline automation

Extract investment guidelines efficiently

Our AI-driven platform accurately extracts guidelines from documents.

Transparency

Align seamlessly with your OMS

Link guidelines from your original documents to your rule library securely.

Automate investment guideline management

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