AFTAs 2021: Best compliance initiative—JP Morgan Asset Management


Monitoring activities is manually intensive, repetitive, and requires consistent attention to detail when measuring portfolio risk and performance.

JP Morgan Wealth Management (JPMWM) compliance teams were inundated with information and their former monitoring system was unsuitable for managing large volumes of data.

Their needs required scalable solutions and functionality that allowed them to closely analyze data and drive proactive compliance across the business. 


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