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.


Subscribe to CSS Blog

CSS frequently publishes blog posts which are written by our team from their observations in the field, at conferences and through experiences with compliance professionals. These posts are designed to further knowledge and share industry best practices. Topics run the gamut, including Form ADV, cybersecurity, MiFID II, position limit monitoring, technology challenges and more. Complete and submit the brief form below to receive notifications when we publish new content.

Loading form...

Latest Content

The Challenges of Building a Global Compliance Program

Compliance programs face challenges in balancing global requirements with local exceptions while incorporating the fast pace of regulatory change, addressing critical business needs and obtaining the necessary resources necessary to manage the program. Trends and thinking on the subject were center stage at the recent CSS London event “Looking at the Year Ahead – Global … Continued

Coming to America – California Adopts GDPR-Like Privacy Regulation

After a number of firms struggled last year to get their marketing and information systems into compliance with the EU’s General Data Protection Regulation (GDPR), advisers to U.S. clients will soon be facing similar requirements on the home front. On the heels of the Cambridge Analytica scandal, California enacted the California Consumer Privacy Act of … Continued