MCM Release 4

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Platform
Highlights

Enterprise compliance monitoring trusted by boutique firms to institutional manager-of-managers.

Proven reliability in demanding financial environments across investment administration and compliance functions.

Flexible deployment with three specialized editions for institutional needs.

Core Compliance Engine

Ensures strict adherence to portfolio investment guidelines.

Comprehensive built-in guideline library with real-time configuration.

Proactive breach alerts with warning thresholds.

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Advanced Monitoring

Intuitive access to all compliance reports and menu options.

Role-based security for authorized personnel access control.

Three-tier compliance status: Breaches, Warnings, and Errors.

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Automated Workflows

Fully automated post-trade compliance monitoring

Minimal user intervention after initial configuration

Streamlined day-to-day compliance operations

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Strategic
Benefits

  • Cost Efficiency & Performance: Automated routines with comprehensive summary and breach reporting
  • Risk Mitigation: Minimize losses associated with compliance breaches
  • Daily Value Creation: Real-time monitoring and portfolio position reporting
  • Enterprise Scalability: Designed for manager-of-managers environments
  • Low Total Cost of Ownership: Efficient operations with minimal ongoing overhead
Portfolio Investment Guidelines

Text-Based Compliance Rules – Easy comprehension and authentication aligned with master documents.

Extensive Guideline Library – Select from 100+ unique guidelines and hundreds of issuer categories.

Custom Portfolio Rules – Configure by index weights, credit ratings, portfolio weights, and effective exposure.

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Automated Reporting Suite

Smart Report Scheduler – Comprehensive reporting options for compliance managers.

  • Daily breach summaries across all portfolios
  • Pre-breach warning alerts
  • Detailed portfolio position analysis
  • Data quality and exception reports
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Automation & Integration

End-to-End Automation – Centralized file import, data consolidation, and compliance monitoring.

Advanced Stress Testing – Evaluate guidelines under market stress conditions.

Universal Data Integration – Import wizards for custodian files and accounting systems.

Market Data Connectivity – IRESS Market Technology integration for real-time index data.

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Promotion
Post-trade debt & equity compliance monitoring system
MCM Release 4.3
Windows-based solution for fund & investment managers
Compliance made easy