Posts By: John Bobis

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 … Continued

Tech Transforms Compliance Role in 2017

CSS Chief Regulatory Officer Jeanette Turner was quoted in a recent Ignites article on how “Tech Transforms Compliance Role in 2017.” A flood of new reporting requirements and a shift in regulators’ expectations has made technology a critical component of fund companies’ compliance work in 2017. Chief Compliance Officers’ use of technology “is no longer … Continued

CSS Consensus Partners with Bloomberg for SEC 22e-4 Reporting

Compliance Solutions Strategies’ Advise Technologies unit and Bloomberg today announced a joint regulatory reporting solution for mutual funds needing to comply with the liquidity risk reporting requirements stipulated by SEC 22e-4. For many open-ended funds, extracting portfolio-level liquidity data and identifying the necessary information needed for SEC reporting can present an array of operational challenges. … Continued


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