Two tools built on Acclimetry’s own rule engine and investment policy template. Both run in your browser: nothing you load or type is uploaded.
Load a CSV of holdings, switch on the limits your policy sets and run them. The checks are the product’s own rule templates, tested on every build against the product’s worked cases.
The 12 steps follow the investment policy statement template inside Acclimetry, with sample text for each section and a field for what happens when a limit is breached.
Files are read by your browser and evaluated by code on the page. No holdings, values or results are sent anywhere.
The IPS Builder keeps your draft in this browser’s storage until you clear it.
The PDF snapshot asks for a work email and organisation; only those and your consent are sent.
The tools test one file at one moment. Acclimetry keeps the rules versioned and approved, runs them on every portfolio, and records cases, waivers and evidence.