"Regulatory filings can be difficult and time-consuming. Our existing Registered Investment Advisor clients appreciate working with us not only because we are good at what we do, but also because we make the whole process easier and less stressful for them,” said Thuyen Nguyen, CEO and CTO. ”One of our client did not provide us all the data until the very last day, yet we were still able to file their Form PF on time. That’s a less than 24-hour turn-around time!"
Data Agent’s Form PF services make it easier to import data into the form, this is the most difficult part. The software maps data from any source and client systems. It has the capability to aggregate the data and calculate the answers for the form. It also provides a dashboard and collaboration tool for multiple users to review answers and work off the form at the same time.
In 2013, Data Agent also launched Form CPO-PQR filings service for Commodity Pool Operators.
About Data Agent
Data Agent is a leading data management software and service provider with 10 years of experience servicing clients in the alternative investment industry. Its premier data mart product has many built-in business rules specifically for the investment industry so that it can support complex financial instruments, security master data, security classification, security analytics, prices, positions, lots, transactions and complex fund structures of our clients. Their Form PF compliance software is built on this platform. Using this platform, the software is able to support any complex situation, even those involving non-standard funds or securities.
Media Contact:
Steven Draper
Vice President
Data Agent, LLC
415.229.9190
info@dataagent.com
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