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Make investment guidelines monitoring simple with Rivvit’s compliance rules engine. You can more easily manage portfolios in accordance with governing documents, regulatory guidelines, and asset allocation strategies.
Rivvit-Guidelines models compliance rules based on your unique data sources and conventions with rule templates to calculate issuer limits, concentration limits, weighted average targets, and eligibility criteria.
Rule templates
Our dynamic rule templates allow simple configuration of compliance tests with defined parameters for numerator and denominator basis, hard and soft thresholds, aggregation methods, and other options that drive downstream reporting.
Ultimate transparency
Our robust architecture provides ultimate transparency into the constituents of each test result by storing both summary and detail results for each test. This allows portfolio managers to pinpoint the root cause(s) of any test failure with a simple click.
Analysis and reports
With hard and soft warnings, cushion analysis, and record level contributions percentages, Rivvit-Guidelines provides investment managers a tool for pre-trade analysis, portfolio allocations, and post trade compliance reporting.
Grandview Analytics is a technology consulting and data management software company serving financial institutions nationwide. We offer strategic advisory, technology implementation, systems integration, and data and analytics consulting services as well as managed data services powered by our Rivvit data management and reporting platform.