For fund admins
One workspace per fund, with walls between them.
- A space per fundOne space for each fund you administer, its work kept together; letting the fund’s board look in is coming soon.
- Contracts checked against policySide letters and administration agreements checked, each gap shown with its passage.
- Every regime, one watchSwitch on each regime you answer to; one watch covers all of them.
Today
- Fund, corporate and private wealth teams each carry different obligations.
- Policies sit in one drive, sign-offs in email, the register in a spreadsheet.
With Amoreg
- A space per fund. One space for each fund you administer, its work kept together; letting the fund’s board look in is coming soon.
- Contracts checked against policy. Side letters and administration agreements checked, each gap shown with its passage.
- Every regime, one watch. Switch on each regime you answer to; one watch covers all of them.
Follow one through. One client firm, from set-up to the pack that went out.
Trust and corporate service providers and fund administrators look after other firms. Give each client its own space for the chats, files, board and sheets about it; letting the client look in is coming soon.
Three ways to do it. One that keeps the file.
Compare AmoregThe jobWithout AmoregDrives, inboxes and spreadsheetsCopilotAnd other general AI assistantsAmoregBuilt for regulated firms
Client workClient work split across drives and email threadsWorks one chat at a time, with no place per clientOne space per client: chats, files and history together
ReadingReading each side letter clause by clauseSummarizes an agreement you uploadFlagged passages highlighted in the document by severity
Watching regulatorsChecking each regulator’s news page by handAnswers when asked; does not watch regulatorsWatched regulator pages read on every run
Tracking gapsImpact notes scattered across email and spreadsheetsA reply to copy into your documentsOne queue of open, resolved and dismissed findings
General descriptions of each approach. Some assistants add connectors, citations and enterprise controls; we are happy to compare Amoreg with the tools you use today.
The rules firms like yours answer to.
Enable them and the Monitor watches their issuers, while Inspector reads your library against each one.
- JFSC Codes of Practice for Certified Funds and Fund Services BusinessCodes for Jersey certified funds and the businesses that service them.Jersey · 4 controls
- Guernsey Protection of Investors Law & Collective Investment Scheme RulesLicensing and conduct for investment business and the rules for authorised and registered schemes.Guernsey · 4 controls
- Cayman Islands Mutual Funds Act & Private Funds ActRegistration, audit, valuation, safekeeping and cash-monitoring requirements for Cayman funds.Cayman Islands · 5 controls
- AIFMD (as amended by AIFMD II)Authorisation, delegation, liquidity management, loan origination and reporting for alternative investment fund managers.European Union · 6 controls
- CSSF Circular 22/806 — Outsourcing arrangementsThe single outsourcing framework, now applying to DORA entities for business process outsourcing only.Luxembourg · 5 controls
- SFDR — Sustainable Finance Disclosure RegulationEntity and product-level sustainability disclosures for financial market participants.European Union · 5 controls
Working with Amoreg
Suntera
Fund, corporate and private wealth teams delivering administration, accounting and governance support.
Read the client profile
