Regulatory Compliance Reporting
Turnkey regulatory compliance reporting solution for asset management firms delivered through a dynamic SaaS-based platform offering private fund managers efficiency and scale.
Report Generator
Streamline regulatory compliance reporting
- Cost-effective, turnkey regulatory compliance reporting solution.
- Regulatory and investor reporting including Form PF and Form ADV.
- SaaS-based reporting application that is easy to integrate into current workflows and data streams.
Data Aggregation
Aggregate data across multiple sources
- SaaS and Cloud-based solution for investment data aggregation.
- Data normalization and modeling with curated data.
- Functions as “data middleware” supporting portfolio management, risk management, and accounting applications for asset managers.
Data Visualization
Efficiently manage investment portfolios
- SaaS-based dashboard and visualization solution.
- Efficiently manages and monitors investment-related data.
- Robust portfolio management for asset managers without order management and trade execution needs.