at Financial Technnology Year
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MoneyWare
from Miles Software
Integrated investment compliance and portfolio management platform for pension funds and institutional investors. Monitors investment risks across UCITS, NURS, 40 Act, Canadian Mutual Fund rules and Prospectus Rules. Provides portfolio compliance management, investment restrictions monitoring, regulatory adherence tracking, and data aggregation for global asset management.
Category:
Investment Compliance Monitoring
Software that automatically checks portfolios against investment guidelines, restrictions, and regulatory limits to prevent breaches and ensure alignment with client mandates and fund prospectuses.
MoneyWare
Category:
Data Integration Platforms
in:
Data Management
Tools that enable data flows between different systems within the organization and with external parties such as custodians, fund administrators, and market data providers through APIs, ETL processes, and messaging.
MoneyWare
Publicly available data, summarised using AI.
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