RTG Fund Manager
Investment Fund Managers must demonstrate oversight over their operations and provide an audit trail of execution for their internal controls as well as records of their decision making processes.
Built on the specific regulatory requirements for European fund managers, the modular RTG Fund Manager gets you up and running fast so you can get back to serving your clients and investors.
Transparent, simple, compliant and efficient. Increase your productivity by more than 20%.
RTG Fund Manager offers a wide range of features available at your finger tips. Amongst reporting, automation, document generation, collaboration, task management these are the main features :
Control and oversee your business
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Monitor real-time automated dashboards
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Monitor issues and deadlines
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Get complete oversight of operations through a connected control framework
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Automate operational processes, workflows and checklists
Manage Document Lifecycle
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Attach documents to any record in the system via drag and drop
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Ensure proper versioning and track document expiry
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Highlight missing or expiring documents through automated dashboards
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Retrieve dashboards or reports via search
Organise Meetings
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Prepare agendas and meeting packs
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Share information before and after meetings with participants
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Record decisions and follow-up actions
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Run meetings on-premise or remotely
Manage Client Lifecycle
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Automate on-boarding and due-diligence processes, including KYC and AML
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Record client risk ratings and plan periodic reviews and risk mitigation
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Request documents
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Monitor the client life cycle through visualisations
Manage Delegate Lifecycle
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Access the built-in survey template builder
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Share DDQ’s for completion on the dedicated portal
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Oversee third-parties and their risk ratings
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Automate repetitive delegation oversight tasks
Work remotely
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Integrate digital workflow for seamless remote collaboration
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Ensure remote operations via secure access.
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Access via standard web-browser and adapt to any device screen
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Customise your flexible data structures anywhere, anytime
