Videos
AI-Powered Confluence Rex: Product Explainer
Rex automates data reconciliation between TSRs and other financial documents, delivering efficiency, accuracy and, cost savings.
Why Aberdeen Standard relies on Peer Insights/Similyzer
Webinar Replay: Practical Strategies: Creating Compliant Performance Advertisements
This webinar is presented by Brendan Cooper & Benjamin Olmstead
Global Data Services: Product Explainer
Vlog 2: Position Limits: Finding the Spot Effective Period
Position Limits: Finding the Spot Effective Period
Vlog 1: How to Research Shareholder Disclosure
How to Research Shareholder Disclosure
Series: Form PF Amendments – Sections 1 & 2
The US Securities & Exchange Commission (SEC) is making major changes to Sections 1 & 2 of Form PF, starting with Q1 2025 reporting.
Differentiate your investment strategy with Style Analytics
Easily see if a manager is adhering to their stated style.
TabbFORUM Interview with Damian Handzy
TabbFORUM Interview with Damian Handzy and our culture of Innovation
Webinar – Unpacking SEC Amendments to Form PF Sections 1 and 2 Video
The Securities & Exchange Commission (SEC) recently implemented changes to Sections 1 and 2 of Form PF to substantially amend the content and structure of the information reported.
Revolution Performance & Analytics Software Video
Transform your data into actionable insights that align perfectly with your priorities