RuleBook

Navigating the ever-evolving landscape of financial regulations is a growing challenge for hedge funds and investment managers. With increasing complexity and volume of regulatory requirements across both U.S. and international markets, ensuring a robust and proactive compliance function is more critical than ever.

RuleBook is a powerful, web-based compliance management solution designed to help buy-side firms stay ahead. It offers a risk-based approach by intelligently linking regulations to internal policies, risks, business lines, and products. RuleBook serves as a centralized repository for managing regulatory tasks, personal trading statements, training, KYC/AML, books and records, mock exams, and global regulatory change workflows. With role-based access controls and centralized content management, RuleBook ensures that compliance and regulatory affairs teams remain informed and aligned with the latest developments. It empowers firms to streamline operations, reduce risk, and maintain confidence in their regulatory posture.

Simplify regulatory compliance with RuleBook, the all-in-one solution for hedge funds and investment managers. Benefit from:

• Stay up-to-date on regulatory changes.
• Efficiently manage regulatory content.
• Link regulations to policies and risks.
• Organize tasks, training, and activities efficiently.

With RuleBook, streamline your compliance processes, reduce risk, and ensure regulatory adherence. Experience the power of simplified compliance management.

Building and maintaining data intelligence begins at the workgroup level with each development team, yet most data lineage vendors operate at the enterprise level. Collibra, the leading data lineage software platform, visualizes data movement, transformation, and consumption. However, the challenge lies in efficiently collecting this information from individual development teams and ensuring it remains up to date.

Lineage Pro, a plugin application within the Confluence ecosystem, enables teams to create and maintain field mappings. When ready, users can seamlessly upload their mappings to Collibra. Designed with the developer community in mind, Lineage Pro offers an intuitive solution for tracking and versioning mappings, ensuring teams can manage their own system lineage with ease before transferring it to Collibra. By empowering development teams to maintain their own lineage, Lineage Pro helps lower the cost of data governance while streamlining the process.

The Confluence-native plugin that puts data-lineage ownership back in the hands of development teams. In just a few clicks, engineers can map, version and validate field-level lineage inside their workspace, then publish the latest mappings straight to Collibra—keeping enterprise metadata accurate while slashing the cost of data governance.

For more information about how we handle your data, please review our Privacy Policy, Policy Document and EULA.

Transform Market Data Overspend into Strategic Savings

Market data is one of the largest recurring costs for financial institutions—yet much of it goes unused or underutilized. Our self-funding analytics software helps firms cut Bloomberg and Refinitiv data costs by up to 70%, unlocking significant savings without compromising access or performance.

It integrates seamlessly into existing workflows and scales across teams and geographies, making it a powerful tool for both operational efficiency and strategic cost control.

Key Benefits:

• Up to 70% reduction in market data spend
• Real-time usage analytics and entitlement tracking
• Seamless integration with existing infrastructure
• Fast ROI and long-term cost optimization