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CaseWare RCM

CaseWare RCM delivers financial analytics and oversight platforms to institutional investors, with modules for fee and expense transparency across external asset manager relationships.

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Email: info@caseware.com

Phone: +1 416-867-9504

Web: https://www.caseware.com/solutions/rcm/

Products

RCM Fee & Expense Benchmarking
Category: Fee Negotiation and Benchmarking Software
Automates external manager fee management, allowing pension funds to monitor, benchmark, and negotiate fees through comparative analytics and reporting tools. Integrates with portfolio management data.. More..

CaseWare AML
Category: Transaction Surveillance Software
Transaction monitoring, risk-based profiling, automated regulatory reporting, alerts and case management, customizable rules, audit trail, and analytics dashboard for advisors.. More..