Press Release

Envestnet Partners with CSS to Help Advisors Meet Form CRS Filing Requirements

CHICAGO, March 24, 2020 — Envestnet, Inc. (NYSE: ENV) has entered into a strategic partnership with Compliance Solutions Strategies (CSS) to offer a comprehensive, fully customizable Form CRS software solution for registered investment advisers (RIAs) and broker-dealers to Envestnet clients. CSS’s Form CRS Automator software is designed to help firms meet the Form CRS filing requirements adopted by the … Continued

TradeChannel Joins the Compliance Solutions Strategies Platform

NEW YORK, NY – Compliance Solutions Strategies (“CSS”), the leading global RegTech platform backed by CIP Capital that enables compliance professionals across the global financial services industry to navigate complex regulatory requirements, has acquired TradeChannel, a leading provider of post-trade regulatory reporting, data and systems integration software to the financial services industry. TradeChannel, based in … Continued

CSS Successfully Facilitates Form N-CEN Filings for Clients

NEW YORK — Compliance Solutions Strategies, a leading global RegTech platform that supports financial services firms in navigating complex regulatory requirements, is pleased to announce it has successfully assisted its clients in filing Form N-CEN. The filings were made on Sept. 13 through Consensus, an award-winning CSS regulatory reporting and filing platform. Clients are also supported by CSS … Continued


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.


Mailing List