Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
The primary obstacle that organizations and public services encounter today is ensuring regulatory compliance, making XBRL essential for financial reporting frameworks such as COREP, FINREP, and Solvency II. As the foremost innovator in regulatory reporting and taxonomy development, CoreFiling serves as a reliable consultant to regulators, governments, financial institutions, and filers around the globe. Meanwhile, True North® offers a financial data aggregation application that stands out as the premier source of public company information, encompassing SEC and Companies House filings. This advanced data platform by True North® enables users to effectively search, visualize, and analyze both individual company financial statements and intricate datasets. By establishing structure and meaning in complex and disconnected data, it is possible to define, normalize, and categorize information right from its source, thus enhancing data usability and insights. The integration of these technologies not only streamlines compliance but also empowers organizations to make informed decisions based on robust financial data.
Description
CONSOLIDATION
Centralize all your activities in one single solution while addressing your business issues – including fund, portfolio, mandate, discretionary management, hedge funds, multi-custodians, multi-entities, local and international players, etc.
AUTOMATION
Eliminate your manual processes and reduce operational risk by automating and streamlining your business processes with full-STP workflows and real-time data sharing between all your Front, Middle and Back office teams.
PERFORMANCE OPTIMIZATION
Steer your performance and mitigate risks thanks to decision making tools based on IBOR real-time calculation engines (simulation, ex post and ex ante market risk monitoring, performance analysis, stress tests)
REGULATORY COMPLIANCE
Benefit from an embedded library of pre-configured ratios to monitor your regulatory and statutory commitments in pre and post trade
CUSTOMER REQUIREMENTS COMPLIANCE
Take advantage of a flexible and scalable rules engine to ensure compliance with customer requirements – in terms of risk-taking, asset allocation, blacklists, etc. and automate customized reports generation for each customer
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
Contact us
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CoreFiling
Founded
1997
Country
United Kingdom
Website
www.corefiling.com
Vendor Details
Company Name
JUMP Technology
Founded
2006
Country
France
Website
jump-technology.com
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
Yes
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
Risk Management
Alerts/Notifications
Yes
Auditing
Yes
Business Process Control
Yes
Compliance Management
Yes
Corrective Actions (CAPA)
Yes
Dashboard
Yes
Exceptions Management
Yes
IT Risk Management
Yes
Internal Controls Management
Yes
Legal Risk Management
Yes
Mobile Access
Yes
Operational Risk Management
Yes
Predictive Analytics
Yes
Reputation Risk Management
Yes
Response Management
Yes
Risk Assessment
Yes
Stock Portfolio Management
Billing & Invoicing
Yes
Client Management
Yes
Data Warehousing
Yes
For Investment Advisors
Yes
For Traders
Yes
Order Management
Yes
Portfolio Accounting
Yes
Portfolio Rebalancing
Yes
Risk Management
Yes
Tax Management
Yes
Technical Analysis
Yes
Wash Sale Detection
Yes