CSS’ Advise Unit Honored at 2018 HFM US Hedge Fund Technology Awards

CSS company Advise Technologies announced today that it won “Best RegTech Solution” at the 2018 HFM US Hedge Fund Technology Awards.

“Advise Technologies strives to lead the regulatory intelligence space and we’re thrilled to win recognition for our platforms,” said Advise’s Chief Services Officer Adam Capon. “We’re excited to continue offering best-in-class software and services to the investment management community.”

The win comes after major enhancements were rolled out on all four Advise solutions over the last year:

  • Consensus a periodic reporting platform, added Form N-PORT and Form N-CEN to its offerings to help firms meet SEC modernization requirements.
  • Shuttle – a daily reporting platform, was introduced to the market and offers support for MiFID II trade and transaction reporting requirements that went into effect on January 3, 2018.
  • Signal – a monitoring and reporting platform for substantial shareholding and position limit thresholds, added coverage for recently introduced MiFID II position limits.
  • Vault – a document worklflow system, debuted a due diligence questionnaire (DDQ) management solution.

All solutions are backed by the CSS Best Practices team, a group of regulatory attorneys, fund accountants, and data specialists that are available to answer client questions and provide analysis on the latest regulatory changes.


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