Regulatory Reporting & Filing

Automate reporting and filing for greater scale and efficiency

Talk to an expert

Omnia

Automate regulatory reporting and filing for over 40 countries with a streamlined end-to-end workflow for data preparation, review, and filing.

Document & Template Production

Tap into the comprehensive, end-to-end service for the production of regulatory documents and data-exchange templates, including data management, complex calculations, translation, and dissemination.

Silverfinch

Streamline regulatory data dissemination and ongoing data aggregation to assist with compliance requirements securely.

Rex

Transform document-to-document reconciliation with an AI-powered document intelligence platform. Boost efficiency by up to 90% over manual reconciliation and unlock insights from unstructured documents.

Revolution Composites

Turn to a proven industry-leading platform with 1,000+ GIPS compliance verifications globally. Automate composites analytics and reporting for assistance with GIPS and SEC Marketing Rule compliance.

Streamline global regulatory reporting – including regulated disclosures and data-exchange production templates – with integrated data management, analytics, and AI-enabled document reconciliation. Our scalable solutions have unparalleled global coverage and support both public and private funds.

9/10

9 of the top 10 largest asset service providers rely on us.

40K+

Funds filed and reported over 90 regimes globally.

$22T+

In AUM reported on our platform globally.

Benefits to clients

Asset Service Providers

Efficiently generate standard and customized reports on demand, simplifying compliance and operational ease with scalable platforms that meet evolving regulatory demands.

Asset Managers

Stay ahead of regulatory changes with platforms designed to streamline regulatory reporting and filing across 40+ countries, multiple report types, and regulatory regimes.

US/NA Regulations

  • CPO-PQR
  • Form 13D
  • Form 13F
  • Form 13G
  • Form 24F-2
  • Form ADV
  • Form N-CEN
  • Form D
  • Form N-PORT
  • Form N-RN (LIQUID)
  • Form PF
  • Form N-MFP
  • CTA-PR
  • NFA Annual PFS
  • NFA AQ
  • SEC 24f-2
  • TFC 1, 2, 3
  • FRB TIC Forms

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Meet evolving regulatory reporting requirements

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