Form PF Shines Light on Golden Copies and Mapping Requirements
As the first Form PF deadline is approaching (June 15 for most advisors with $5 billion AUM), firms are beginning the process of running mock filings and establishing workflow processes. A new whitepaper by ConvergEx's Eze Castle Software states that, of the many challenges in pulling together 1,500-plus fields of data, buy-side institutions are challenged most by creating a golden copy of normalized data, mapping those data points and making sure those processes are repeatable and efficient.
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