With the first SEC deadline for Form PF a few months away for many large hedge funds and managed account platforms, investment management solution provider Paladyne Systems and regulatory reporting solutions provider Advise Technologies have joined forces to support requirements.
“For funds and their service providers to meet this reporting deadline, capturing the necessary data is unprecedented. This is an entirely new process,” said Doug Schwenk, president and CEO of Advise Technologies.
“The complex reporting requires aggregating, normalizing and tagging data from multiple sources, including portfolio, risk, collateral, and performance data. By integrating our software with the Paladyne data warehouse and security master, we can address the complex data aggregation needs of these funds and allow service providers to complete the reporting requirements.”
“Our clients have been laser-focused on addressing form PF reporting requirements and have reached out to Paladyne for help,” said Sameer Shalaby, president of Paladyne Systems.
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