Our platform enables brokers to digitize and automate their obligations for managing CSA and Research client commitments.
We facilitate compliance with MiFID II research unbundling rules as well as contractual CSA obligations, via a fully digitized, auditable and transparent platform.
Reducing research compliance costs
Our platform is engineered to optimize your research compliance operations, helping you meet the requirements of MiFID II research rules.
Processing and approving research payments is fully linked to your clients’ CSA accounts with user approval hierarchies tailored to suit your compliance needs.