Investment Management, Reference Data and Risk Solutions

Contact Us or Request Demo

Form PF


Broadridge and Advise Technologies Form PF Solution—a Regulatory Reporting Service

Broadridge has partnered with Advise Technologies—a specialist regulatory reporting solutions provider—to offer hedge fund industry participants a proven end-to-end Form PF service that reduces the time and cost involved in reporting, and helps position firms to respond to future regulatory requirements through an institutionalized process.

The software is hosted at Broadridge’s ASP, the industry’s largest SAS 70 certified hosting and managed data service provider. Our global data centers and offices near leading financial centers allow us to support clients in North America, Europe and Asia, with a 24/7 follow-the-sun model.

Available for:

  • Service providers, including fund administrators and prime brokers.
  • Hedge funds.

Solution:

  • Integrates Analytics Master and Security Master with Advise Enterprise Server and Form PF Workbook.
  • Data storage, calculations, historical auditing and reporting handled by Analytics Master.
  • Security Master has direct access and integrated support with all leading data vendors to manage securities terms and conditions and corporate actions.
  • Combined solution automates the aggregation, normalization and tagging of data from multiple internal and external sources.
  • Includes internal compliance and approvals workflow with full audit trail.
  • Software available as a hosted ASP or locally-deployed solution.