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platforms & integrations tailored for financial services
efektiv offers a range of platforms and integrations for financial services firms. our solutions are designed to optimize your business processes and improve your bottom line. from CRM integrations to custom reporting tools, to automated regulatory reporting workflows - we can help you achieve your business goals.
Regulatory Reporting Engine
auditable, repeatable regulatory reporting with fully customizable workflows and checklists
Fund Data and Document Automation
reliably leverage fund, custodian, holdings and other backend data for web, marketing, or advisor reports
Policy Certification and Trade Compliance
track and approve disclaimer language, policy re-certifications and trade compliance
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