£250+bn
In assets-under-monitoring on RiskMonitor
3x
Team growth since 2021 with offices in UK and Barcelona
800+
Investment restrictions available for monitoring in RiskMonitor
60+ yrs
Combined experience building complex financial technology solutions
540%
Growth in volume of reports produced via RiskMonitor in previous 2 years
150+
Active client users engaging with RiskMonitor platform
We deliver risk and regulatory risk reporting via our proprietary online platform, RiskMonitor.
Our team has over 40 years of combined experience in building complex financial technology solutions.
We can deliver RiskMonitor reports directly to clients or offer RiskMonitor as a SaaS (Software as a Service) tool giving you maximum oversight, flexibility, and transparency of reporting.
Outdated investment risk processes are costly, inefficient, and better served by an automated solution. We provide an end-to-end service, designed with automation in mind.
RiskMonitor analytics meet requirements for financial regulations including: AIFMD, PRIIPs, CP86, CSSF 18/698 and ESMA34-39-897 (liquidity stress testing). Our customisable, modular reports are built to suit each client’s exact needs, covering the broadest range of asset classes. Functionality includes:
- Investment restriction monitoring
- Market and VaR analysis
- Contribution and attribution analysis
- Stress testing
- Liquidity stress testing
- NAV oversight monitoring
- Factsheets
- Regulatory reporting
- ESG and carbon risk
- Risk Advisory
All reports are modular and customisable; we build each report template to suit your exact needs. We cover the broadest range of asset classes and have the flexibility to white label reports.
We quickly generate multiple versions of risk reports designed to address client and portfolio specific requirements and suit the specific audience. Investors and boards increasingly request transparent, independent and high-quality risk reporting.
Who we cover:
- Hedge Funds
- UCITS
- Private Equity
- Real Estate
RiskMonitor’s connectivity with administrators and counterparties allows us to consolidate data and reporting. We’re trusted to provide an extensive library of investment restrictions and expertise across alternative asset classes, while facilitating regulatory reporting.
Who we cover:
- ManCos
- ACDs
- Fund Administrators
Our private client fiduciaries require a flexible solution to accommodate diverse asset classes, consolidate accounts and generate simple traffic light management reporting.
RiskMonitor allows us to consolidate data and reporting.
Who we cover:
- Private Wealth Managers
- Family Offices
- Trust Companies
