Fund Manager_old | Governance.com

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%.

Simplify regulatory oversight

RTG Fund Manager connects data from your core systems and transforms it into valuable information.

This gives you a real-time view of your organisation, your clients' structures, assets, transactions, regulatory documentation and any other business information.

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

Control and oversee your business

Monitor real-time automated dashboards
Monitor issues and deadlines
Get complete oversight of operations through a connected control framework
Automate operational processes, workflows and checklists

manage document lifecycle

Manage Document Lifecycle

Attach documents to any record in the system via drag and drop
Ensure proper versioning and track document expiry
Highlight missing or expiring documents through automated dashboards
Retrieve dashboards or reports via search

organise meetings

Organise Meetings

Prepare agendas and meeting packs
Share information before and after meetings with participants
Record decisions and follow-up actions
Run meetings on-premise or remotely

manage client lifecycle

Manage Client Lifecycle

Automate on-boarding and due-diligence processes, including KYC and AML
Record client risk ratings and plan periodic reviews and risk mitigation
Request documents
Monitor the client life cycle through visualisations

delegate lifecycle

Manage Delegate Lifecycle

Access the built-in survey template builder
Share DDQ’s for completion on the dedicated portal
Oversee third-parties and their risk ratings
Automate repetitive delegation oversight tasks

work remotely

Work remotely

Integrate digital workflow for seamless remote collaboration
Ensure remote operations via secure access.
Access via standard web-browser and adapt to any device screen
Customise your flexible data structures anywhere, anytime

Related Solutions:

Screenshot%202020-03-20%20at%2010.29_edi

RTG Business Continuity Manager (BCM)

For anyone involved in running a remote working organisation.

Meetings

For anyone involved in organising and holding governance related meetings.