Having experienced sub-optimal work environments at global financial institutions, our team brings a unique perspective to transforming regulatory practices with technology-driven solutions.
Built by practitioners for practitioners, AGSD solves these challenges globally with a solution automating shareholding disclosure, and related regimes therefore simplifying regulatory disclosure.
◆ Comprehensive Rule Engine
Equipped with a library of over 3,300 rules across 100+ countries and 150+ exchanges for 5 key regimes (substantial shareholdings, takeover, short selling, issuer limits, and sensitive industries).
◆ Deploy and Adapt with Ease
AGSD’s flexible rules repository offers both out-of-the-box, industry-standard rules and configurability to meet unique in-house requirements.
◆ Intuitive Dashboard with Real-time Visibility
Monitor positions against dynamic regulatory thresholds, across multiple financial instruments.
◆ Reduce Risk Exposure with Automated Alerts Stay ahead of regulatory changes with peace of mind.
◆ Auto Population of Disclosure Forms, including Foreign Language Forms and XML Generation.
Streamline your workflow by reducing tedious manual data entry, paperwork and human error exposure.
◆ Expertly Managed Multi-delivery Options
Achieve undivided focus on core business objectives through seamless monitoring and reporting – available in SaaS, Cloud and On-premise.
Video Contents:
00:00 – 00:20 Substantial Shareholding Reporting Challenges
00:21 – 00:50 Introduction to the Artius Global Shareholding Disclosure (AGSD) Solution
00:51 – 01:09 Email Notification & Dashboard Generation
01:10 – 01:52 Intuitive Dashboard with Real-time Visibility
01:53 – 03:12 Data Verification: Highlights Data Issue in Upstream Files
03:13 – 04:59 Comprehensive Rules Management Module
05:00 – 06:07 Today Notifications: Breakdown & Complete Data Lineage
06:08 – 06:37 Pre-populated Disclosure Forms: Word, Excel or XML
06:38 – 07:08 Pre-populated Foreign Language Forms for Multiple Jurisdictions
07:09 – 07:43 Specialized Forms: 13F Dedicated Interface
07:44 – 08:53 Dynamic Reports (Detailed Observation List Report, Position Summary Report by Exchange, Activity Log Report,
Configurable Reports Tailored to In-house Requirements & more)