Advent, Advise Collaborate to Automate Form PF, Form CPO-PQR Reporting
Software vendors Advent Software and Advise Technologies have integrated their portfolio management and regulatory reporting products to help users automate the reporting of Form PF and Form CPO-PQR.
Form PF and Form CPO-PQR require private fund advisers and commodity pool operators, respectively, to gather data from multiple sources, aggregate and normalize it before submitting it to regulators. The data required includes subscriptions and redemptions, counterparty credit exposure and
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