What we create and
how you benefit from it
Etac is a cutting-edge web-based application designed to digitalize, standardize, and automate processes in the investment fund industry
Digital Innovation
- System-supported alert prioritisation
- Complete control of day-to-day operations including related email traffic and documentation
- Automated business and lifecycle processes
- Ensuring complete rule testing documentation in a four-eye principle and with audit trail
- Audit-proof data storage with access functionality for auditors
Process Automation
- Automation of manual tasks
- Graphic modeling of process flows that can be put to work
- Allows Standardization and simplification with immediate impact
- Front-to-back workflow management Individual parameterization by the end user without dependencies on the software vendor
Reporting Efficiency
- Transparent reporting on- and off-line
- Automated email generation for statistics and reports
- Reporting based on current and historical data
- Real-time reports for management and auditors Output format in Excel and/or PDF
Data & Application Integration
- Non-redundant consolidation of data
- Flexible interface management
- Intelligent data management assistance
- Data validation
- Anomaly detection
- Tenant capability
Use Cases
Considering our client specific requirements our experts identified the following areas for the realisation of efficiency gains
Investment Funds Lifecycle Management
Manage fund master data from inception to liquidation with full control over configurations – no software changes required. Versioned data enables audit-proof tracking and easy comparisons, while a graphical workflow ensures real-time oversight and compliant change management.
Manage fund master data from inception to liquidation with full control over configurations – no software changes required. Versioned data enables audit-proof tracking and easy comparisons, while a graphical workflow ensures real-time oversight and compliant change management.
Investment Management Agreement
A central repository for investment management agreements, capturing all historic amendments and changes in a comprehensive audit trail. Ensure full transparency and oversight across the entire lifecycle of portfolio investment agreements.
A central repository for investment management agreements, capturing all historic amendments and changes in a comprehensive audit trail. Ensure full transparency and oversight across the entire lifecycle of portfolio investment agreements.
Fee Management Oversight
Digital management and maintenance of fees for various counterparties, ensuring seamless monitoring of the entire fee contract lifecycle. Integrate with internal accounting and fee calculation systems while tracking effective dates for precise oversight and accurate fee management.
Digital management and maintenance of fees for various counterparties, ensuring seamless monitoring of the entire fee contract lifecycle. Integrate with internal accounting and fee calculation systems while tracking effective dates for precise oversight and accurate fee management.
Investment Compliance Monitoring
Advanced monitoring of investment compliance violations with a predictive engine for anomaly detection and workflow automation, including escalation processes. Supports multi-client environments and provides controlled access for external auditors, ensuring seamless oversight and regulatory compliance.
Advanced monitoring of investment compliance violations with a predictive engine for anomaly detection and workflow automation, including escalation processes. Supports multi-client environments and provides controlled access for external auditors, ensuring seamless oversight and regulatory compliance.
Risk Monitoring Oversight
Comprehensive monitoring of fixed and variable portfolio risk indicators, including VaR, market risk, credit risk, and NAV validation, ensuring proactive risk oversight and regulatory compliance.
Comprehensive monitoring of fixed and variable portfolio risk indicators, including VaR, market risk, credit risk, and NAV validation, ensuring proactive risk oversight and regulatory compliance.
Migration Project Management
Supporting the seamless execution of migration and integration projects for source systems such as accounting or portfolio management systems. Provides a centralized statistical progress overview and an issue dashboard for effective project control and transparency.
Supporting the seamless execution of migration and integration projects for source systems such as accounting or portfolio management systems. Provides a centralized statistical progress overview and an issue dashboard for effective project control and transparency.
Ensure seamless compliance with investment regulations across Switzerland, Germany, Luxembourg, Liechtenstein, and the EU. From defining and coding rules to integrating advanced platforms like Aladdin, Bloomberg AIM, and Charles River.
Simplifying Compliance in 3 Steps
Simplifying compliance is easy. With seamless integration, automated workflows, and optimised processes, eTac helps your team focus on delivering results and ensuring compliance.
Integrate Seamlessly
eTac connects with your existing systems, ensuring a smooth transition and compatibility with your current workflows.
Automate Processes
eTac connects with your existing systems, ensuring a smooth transition and compatibility with your current workflows.
Optimise and Deliver Value
eTac connects with your existing systems, ensuring a smooth transition and compatibility with your current workflows.
etac Tech Stack & Architecture
Built for scalability, security, and
seamless integration—here’s how etac works.
Architecture & Infrastructure
Technology Stack:
- Frontend: TypeScript & Angular for a responsive user interface
- Backend: Java with Spring Boot, ensuring scalability and performance
- Database: PostgreSQL for structured data storage, ensuring reliability and efficiency
File Management: etac supports local file systems and secure SFTP transfers for data exchange.
Deployment Options: Azure/Cloud or On-Premise (ideal to ensure client identifying data (CID) is handled with utmost care).
Security & Compliance
Access Control:
- etac integrates with Microsoft Entra ID and SAML/LDAP (On-Prem) for secure authentication and identity management
- Azure Active Directory (now Microsoft Entra ID) provides single sign-on, multifactor authentication, and conditional access to guard against cybersecurity threats
Data Protection & Encryption:
All backend and database connections use TCP with strict access controls.
Integrations & API
REST API: etac provides RESTful APIs for seamless integration with investment compliance systems and third-party data providers.
Multi-Client Architecture: etac supports multi-client environments, allowing multiple organizations to operate within the same system securely.
Standardized Data Exchange: Supports JSON and CSV formats for structured, automated data processing.
Trusted by Industry Leaders
Discover how eTac has transformed compliance and operations for businesses worldwide. Here’s what our clients have to say:
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
The experts at EpicSolutions helped us navigate complex regulatory requirements with ease. Their professional guidance saved us time, money, and potential legal headaches.
Ready to Transform Your Compliance Processes?
Experience the eTac difference today. Simplify compliance, reduce costs, and drive operational excellence.
Application & recruitment:
common question
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?How does eTac integrate with existing systems?
Still have questions? Feel free to reach out to our team.
