Meet the demands of distribution and regulatory reporting with ease – all of your data, from one trusted source

Meeting
Your
Business
Needs

  • Do you have a solution in place for  SEC Reporting Modernization rules?

  • Are you looking for a data solution to manage your KIDs for PRIIPs?

  • Do you worry about the accuracy and timeliness of your data?

  • Are data management issues holding you back from growing your business?

  • Are you concerned about the quality of data used or the challenges you face pulling together the data from multiple sources for an RFP response or client report?

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Our Data Management Products

SEC Reporting Modernization Rules

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Accudelta Regulatory Products

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Quality Data Management

 

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Contact us for a Demo

Our demo takes you through the basic principles of the Accudelta platform, in order to demonstrate how having a trusted source of data that you control will deliver value to your firm.

Blog

If it’s new it’s worrying; if it’s news it’s really worrying

  There are three reasons sub-advisors need to catch up fast on N-PORT: Someone else’s regulation has become YOUR problem We’ve come across this issue many times over the past few years but it’s...
Blog

So, which N-PORT provider are you going with?

  With so many firms thinking tactically when it comes to solving for Form N-PORT / N-CEN, it is refreshing that some recent conversations have seen mutual fund companies proposing to leverage their solution...
Blog

The awkward moment when your N-PORT solution provider tells you there’s a data management gap…and it’s your problem

There is a hierarchy of tasks in any job and a simple binary function that determines what is at the very top of the list of things to do. In other words, there are...
Blog

Casting light on N-PORT shadows

At this moment in time, most “40 Act” managers in the US should have an active and very high profile SEC Reporting Modernization program. Someone, somewhere in each firm should be under a lot...
Blog

Waiter, where’s my soup?

New blog from Managing Director Conor Smyth The perils of “end-to-end” solutions to SEC Reporting Modernization that don’t actually go from end-to-end One of the common idioms here in the US that my European...

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