We provide the decision infrastructure that enables asset managers to master complexity and build enduring advantage.

Configure your investment compliance rules effortlessly with self-serve rule templates for all major regulatory and client rule types (including CLO’s), reducing reliance on costly specialist resources and accelerating onboarding.

Experience rapid pre-, intra-, and post trade compliance results powered by our new grammar-based rule engine, designed for performance and scalability.

Efficiently manage and investigate large volumes of compliance violations and trade override requests in real time through our sophisticated exception management platform, delivering swift resolution, clear transparency and accountability as well as robust reporting.

Maintain secure operations with granular permissions and roles. Support your unique workflows including four-eye approval processes.

Thinkfolio’s compliance functionality is robust yet easy to use. No knowledge of coding or specific programming is required to configure and manage rules, making compliance accessible to all team members.

Thinkfolio takes a granular approach to evaluating limit breaches. This includes assessing the underlying exposures of composite instruments and derivatives. This level of analysis provides additional comfort to portfolio managers and their clients.

Our real time, web-based, monitoring and resolution tool enables users to manage compliance alerts from the first breach to archiving. Transforming the pre and post trade experience it brings new levels of transparency, accountability, and operational efficiency, as well as protecting both risk and revenue.