Rule Coverage

Key Features

investment-compliance-rules-engine

Comprehensive rules engine

pre-configured-package-of-disclosure-rules

Pre-configured package of disclosure rules

indices-and-baskets

Decomposition of indices and baskets

investment-compliance-managed-service

Available as Technology-only or as a Managed Service

early-warning

Early warning thresholds

multiple-levels

Aggregation at multiple levels

single-click

Single click report generation

full-disclosure

Full disclosure workflow

Automated Shareholder Disclosure Monitoring Software

Our automated shareholder disclosure monitoring software provides automated monitoring of global shareholder disclosure rules across 80+ countries on a single platform.

This includes the monitoring of:

ATLAS Funds Training

Learn more about the Shareholder Disclosure Rules with our Online Fund Training portal.
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automated shareholder disclosures software diagram
automated shareholder disclosures software diagram

Investment Compliance Insights

Book Your Demo Now

Ready to experience how our multi-modular system can transform your approach to investment compliance, regulatory reporting, risk monitoring, and investor document production? Book your demo now by selecting a date and time that works best for you from the calendar below.

Once you’ve completed the booking, our team will promptly email you to confirm the details of your demo session. Our demos typically last around an hour, during which we’ll showcase the power of our platform firsthand!

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