Regulatory Technology, Purpose-Built for Asset Managers
Embrace comprehensive automation with AQMetrics. Stay compliant across global operations, simplifying regulatory adherence with our seamless solutions.
Who We Work With
Empower your Asset Management Firm with Real-Time, Intuitive Technology, for Complete Automation and Meticulous Regulatory Risk Reporting.
Online Risk Analytics
Leverage AQMetrics for deep risk insights through accurate, timely data on a unified online platform, enhancing your decision-making process.
Online Risk Dashboards
With AQMetrics, maintain compliance effortlessly as you scale, streamlining reporting with dynamic, interactive dashboards.
Meet Your Needs
Tailor to your unique requirements with our interactive dashboard and flexible rules builder, ensuring a perfect fit for your asset management needs.
Features
Data Management
- Unified Data Source: Access a golden source of data across all funds for consolidated insights.
- In-Built Validation: Guarantee data accuracy and quality with built-in validation mechanisms.
- Data Reconciliation & Workflows: Real-time data validation and automated workflows streamline your operations.
Automated Reporting
- Tailored Reporting Solutions: Deliver comprehensive reports including AIFMD, Annex IV, CPO-PQR, Form 13F, MiFID II transaction reporting, and Form PF.
- Global Reporting Capability: Instantly send multi-jurisdictional reports to regulators and NCAs worldwide.
- Audited Workflow: Navigate regulatory inquiries with confidence through a fully audited reporting workflow.
Risk Monitoring
- Comprehensive Risk Surveillance: Minimise risk with AQMetrics’ automated monitoring and reporting tools.
- Liquidity Risk Management: Align with liquidity guidelines from ESMA, FCA, MAS, and SEC for complete control.
- Investment Compliance Monitoring: Ensure adherence to pre and post-trade compliance with robust investment breach monitoring.
What our clients have to say
“I am delighted with AQMetrics’ regulatory reporting solutions. Their online cloud platform allowed us to meet our requirements with accuracy and efficiency. Throughout our partnership, AQMetrics’ customer success team has been instrumental in providing exceptional support, making onboarding and filing our returns to the CBI a seamless experience. AQMetrics has truly exceeded our expectations.”
Simon Fletcher
Head of AIFM
AlbaCore Capital
“We have worked with AQMetrics for some time and regard their technical solutions for regulatory reporting as best in class. Above all, we value their service levels, which are excellent, and their guidance, which is straightforward and easy to follow. Their customer care and communication are superb and their team are always ready to support.”
Rachel Curtis
Head of Risk & Compliance
Equity Trustees
“We partnered with AQ Metrics for our regulatory reporting requirements. After a year in partnership, we have received excellent customer service, lightning-quick responses and guidance through the platform when required. I highly recommend the team and the service.”
Ciarán Shields
Director and MLRO
JTC
“We have been impressed with AQMetrics’ focus and commitment to regulatory reporting and are excited to partner with their team to enhance our services.”
Tyler Kim
Global Head of Fund Services
Maples Group
Customer success
Sumitomo Mitsui DS Asset Management Taps AQMetrics for MiFID II Transaction Reporting
The firm had an urgent need to find a replacement to its incumbent solution, which no longer offered automation, value and service aligned with the firm’s profile.