Thalorin
Capability
Financial Services

Asset Management

SEC, fiduciary obligations, and fund compliance

99.9%Uptime
SOC 2Certified
24/7Support
FedRAMPReady
01 / Overview
80%
Reduction in compliance overhead

Asset managers must navigate SEC regulations, fiduciary obligations, and increasing cybersecurity requirements while protecting client assets and data. Thalorin provides compliance infrastructure tailored to the unique requirements of investment advisers, fund managers, and wealth management firms.

Thalorin provides purpose-built tools and workflows to address asset management compliance requirements, reducing manual effort and accelerating time-to-compliance.

02 / Challenges

Financial institutions operate under intense scrutiny

Regulatory Scrutiny

Managing examiner expectations across multiple federal and state regulators.

Data Protection

Safeguarding sensitive customer financial data against evolving threats.

Multi-Jurisdictional Compliance

Harmonizing requirements across different regulatory regimes.

Rapid Response

Addressing examination findings and regulatory changes quickly.

03 / Capabilities

How Thalorin helps

SEC Regulation S-P compliance

Streamline sec regulation s-p compliance with automated workflows and intelligent documentation.

Fiduciary cybersecurity documentation

Streamline fiduciary cybersecurity documentation with automated workflows and intelligent documentation.

Fund-level compliance tracking

Streamline fund-level compliance tracking with automated workflows and intelligent documentation.

Client data protection

Streamline client data protection with automated workflows and intelligent documentation.

Trading system security

Streamline trading system security with automated workflows and intelligent documentation.

Custody and safekeeping controls

Streamline custody and safekeeping controls with automated workflows and intelligent documentation.

05 / Get Started

Ready to streamline asset management compliance?

See how Thalorin can transform your financial services compliance operations.