Use Data Agent for your Form PF Reporting required to be filed by SEC registered investment advisers.
The solutions, knowledge and expertise to help you manage the complexity of your data, build more robust analytics and improve the speed and accuracy of your reporting
Form PF is a new complex financial reporting form required to be filed by SEC registered investment advisers
SEC's Form PFCase Study:
A $7 billion multi-strategy and multi Special Investment Vehicle (SIV) hedge-fund client struggled for years to effectively manage the day to day complexities of their reference data needs. They were constantly faced with limited availability to real time data and inconsistent data quality. Read more »
Case Study:
A global asset manager with a multibillion-dollar MBS portfolio uses IM-Suite to quickly reevaluate its MBS portfolio strategy in light of the challenging dynamics in the secondary mortgage market during 2008. The existing methodologies for measuring mortgage loan default risks… Read more »
Case Study:
A potential client, “Private Wealth Managers, LLC,” needed an investment data management solution that could handle the diverse investments of the family, provide analysis of new and existing investments, and efficiently provide meaningful reports across the breadth of the family. Read more »
Case Study:
A potential client’s entire investment business, from initial screening to portfolio management to analysis to management reporting, was dependent on the manual entry of financial data into static spreadsheets. Normalization of data, maintaining accuracy of data, and timeliness of data were all problems. Read more »
March 15, 2013: All Data Agent's clients have successfully completed their March 1 Form PF filing.
December 10, 2012: All Data Agent clients successfully completed their second Form PF filing.
September 28, 2012: Butterfield Fulcrum Assists Client With First Form PF Filing.
July 23, 2012: Data Agent announces the release of Form PF Compliance Reporting module.
