SUNCON LIMITS MANAGER
Suncon Limits Manager is an advanced system for reporting investment limits. The application enables automatic control of investment limits, advanced reports, tailored to the requirements of the Polish Financial Supervision Authority and individual customer needs.
Our Suncon Limits Manager is designed to deliver the analytics, views and reports you need to stay on top of your strategies.
With our set of investment management tools you can benefit from a configurable Limits Manager System to fit your demanding requirements.
FEATURES
- Accurate calculation of investment limits
- Statutory and internal limits configuration by Suncon
- Integration with various accounting systems
- Re-definition of the laws and statutory limits for investment funds
- Daily data update on emissions, companies, composition of indexes
- Export of exceedances’ reports to TXT, XML, PDF files, and ESPI system
- Automatic reports at a selected time
- Limits update according to legislative changes
- Unlimited number of limits and funds
- Automatic e-mailing system
- Open access to all functionality
- Intuitive limits configuration
- Limits status alert before the end of the day
GENERATED REPORTS
- Investment limits exceeding
- Investment limits maladjustment
- Active, passive exceeding
- Depositary report
- Assigned limits to the fund
- Limits settings
- User account statements, changes in user account permissions, changes in investment limits