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FIDAR provides a modular set of web-based business controls to manage and optimize investment management compliance and operational risk.

The suite of FIDAR investment control modules automates the governance of client, regulatory and internal rules and guidelines by providing an effective monitoring and control framework which includes:

FIDAR

Fund Information & Documentation Repository

Captures, controls and distributes all fund information and related documentation.

FIDAR  

UCITS Control Framework

Offers an automated compliance environment for funds regulated under the EU UCITS III Directive.

FIDAR  

Op Risk

Providing an operational risk framework including fund and investment company risk ranking and assessment.

FIDAR  

Compliance Manager

Automates the governance of client, regulatory and internal rules and guidelines by enabling the creation and management of compliance work programmes and issues tracking.

FIDAR  

Incident Manager

Controls all investment management issues and events (including breaches, errors and losses). Provides full workflows to manage incident resolution.

FIDAR  

Fund Processing Passport

Providing a highly efficient framework for EFAMA’s* Fund Processing Passport initiative. Ensures Promoters and Users obtain the full benefits of the FPP.

*European Fund and Asset Management Association

 

 
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