Consulting
Consulting
We combine deep industry expertise with hands-on execution to simplify investment compliance, strengthen risk management, accelerate digital transformation, and optimize operations. Tailored to your unique challenges, our solutions deliver strategic insights, seamless technical implementation, and measurable impact – driving long-term success.
- Advisory Services in Investment compliance & Investment Risk Management – Navigate regulatory complexities and enhance risk frameworks with expert guidance
- Project Management – End-to-end support to ensure seamless execution and successful outcomes
- One-Stop Migration Expertise – From legacy system analysis to post-migration optimization, we manage every step of your transition
- Business Analysis – Identify opportunities, improve processes, and drive operational efficiency
- Service Provider Evaluation & Implementation – Select and integrate the right solutions to maximize business value
Let us simplify your next project. Contact us today to develop a tailored plan that delivers speed, precision, and lasting value.
Key benefits
Expert-Led Strategy & Regulatory Assurance
Ensure compliance and strengthen risk management with expert guidance tailored to your business needs.
Seamless Execution & Operational Excellence
Streamline operations with end-to-end project management, system migrations, and process optimization.
Optimized Solutions for Sustainable Growth
Implement the right solutions and strategies to enhance efficiency, drive innovation, and achieve sustainable success.
Strategic Insights, Lasting Impact
Empowered compliance strategies
- Verify or build-up of investment compliance rule libraries (legal rules, prospectus rules, contractual rules, internal investment guidelines)
- Assess compliance, risk management and controlling policies
- Risk budgeting & assessment
- Investment compliance training sessions
Our approach
Request & Assessment
- Client requests a quote and shares initial requirements.
- We analyze needs and provide an initial assessment.
Agreement & Design
- Define scope, cost, and contract.
- Develop and refine the solution with the client.
Implementation
- Execute the solution with clear milestones.
- Monitor progress, report, and manage risks.
Completion & Support
- Present results and document key findings.
- Provide post-implementation support and finalize.
Streamlining success: 25% cost reduction
The benefits range from seamless process handling to communication with portfolio managers and real-time reporting. UI Group-wide, etac strengthens efficiency and quality—this is real, consistent digitalization without system interruptions!
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EDDy – Challenge and Opportunity for Investment compliance
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Limited Qualified Investor Fund (L-QIF) and Investment compliance
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