Custom House Fund Services Announces Enhancements to Its Gateway Portal for US Market

  • 03.06.2015 01:00 am

Custom House Fund Services, a leading provider of financial services to the alternative investment sector, has announced that it will release significant enhancements to its Gateway technology platform over the next several months. Gateway is their web based portal that connects fund servicing with solutions across the middle and back office, designed specifically for US alternative investment managers.

Among the new features will be the ability to extract flash reports of information already on the platform, deliverable for specific timeframes; expanded reporting features including the capability to produce graphs with pricing information; the ability to overlay third-party data to provide a more complete picture to justify trading decisions; and the option to add comments and notes to a trading ticket which can then be overlaid on reports. 

To address increasing regulations and more complicated account structures, the OMS functionality has been enhanced by layering in a robust pre-trade compliance engine and the addition of over 200 out-of-the box rules including core UCTIS and 40-Act rules.

“These new capabilities come as a result of client feedback, and we are pleased that we have been able to accommodate the depth and breadth of transparency requested,” said Alex Hickman, Product Manager, Custom House Global Fund Services. “These features, fully mobile, allow for more drill-down on reporting and make Gateway a more superior operational workflow tool for a fund manager.”

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