Sold by: Linedata
Generative AI Solution that enables Investment Compliance teams to review and monitor their client mandates in a faster and more effective way.
Overview
Offer a natural language based interface to query key terms and conditions on Investment Management Agreements (IMA), Policy Statements or Prospectuses, allowing for faster onboarding of new clients, as well as updating existing investment terms. Faster onboarding of IMAs allows Portfolio Managers to quickly respond to time-sensitive market opportunities and generate value for their clients. The context supported responses give users confidence in the responses, enabling widespread adoption.
Highlights
- Improved Efficiency and Accuracy
- Increased Scalability
- Explainable Results
Details
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Delivery method
Deployed on AWS
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Pricing
Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/12 months |
|---|---|---|
Subscription Service | One-time payment Subscription | $240,000.00 |
Dimensions summary
This listing offers one pricing option: a Subscription Service billed as a one-time payment under a contract. You pay upfront to access the compliance software for the agreed term, rather than paying by usage or hourly rates. The subscription covers pre- and post-trade investment compliance monitoring, rule building, breach management, and reporting in a single deployment. Because there is a single dimension, pricing does not vary by tier or instance size. You commit to the subscription and receive the service scaled for your firm's specific needs.
Top-of-mind questions for buyers
Each unit represents a subscription to the compliance software for the agreed contract term. You pay once upfront for access, not per user, transaction, or hour. The subscription monitors investment compliance across global sites on a single instance, covering multiple geographies, markets, and asset types.
You pay a single upfront amount for the subscription term. There is no hourly metering and no usage-based charge that varies with trade volume or number of rules. The one-time payment fixes your cost for the agreed contract period regardless of activity level.
With a single one-time subscription payment, your cost does not vary with trading volume, breach counts, or rule usage during the term. The software is scaled for your firm's specific needs at the start. Expanding beyond that scope would be handled directly with the vendor.
www.linedata.com
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Legal
Vendor terms and conditions
Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
Support email: lassupport@na.linedata.com . Global Support Model
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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