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Solutions

Institutional Investors

Financial TechnologyTM

Deloitte Risk and Financial Advisory offers a range of financial technology (fintech) software and services for institutional investors to address the administration, accounting, compliance, and surveillance demands of today’s market—and your firm’s unique needs.

ABS Suite™

A solution of choice for asset-backed issuers, servicers, and trustees around the world, ABS Suite is a powerful structured finance and covered bond program administration system.

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ABS Suite.

Compliance Suite™

Compliance Suite platform is a powerful and dynamic technology solution that assists in the preparation and submission of the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, as well as other regulatory filing requirements, such as Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. It also features robust risk management, performance monitoring, and pipeline and relationship tracking needs of the asset management industry. This intuitive, easy-to-use, and scalable solution provides the flexibility that is essential for today’s rapidly evolving business, risk, and regulatory landscape.

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Compliance Suite.

Compliance Suite™

Solvas|Portfolio™

Solvas|Portfolio is a multi-asset class portfolio administration and reporting solution for asset managers, alternative investment funds, trustees, fund administrators, and agent banks. Already a leading collateralized loan/debt obligation (CLO/CDO) administration solution for the asset management and trustee market for over a decade, Solvas|Portfolio (together, with Solvas|Compliance™, formerly known as CDO Suite™) has evolved into a comprehensive software for the asset management and financial institution community.

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Solvas|Portfolio.

Surveillance Suite™

Surveillance Suite is a powerful and dynamic technology solution that addresses the investment monitoring, pipeline, and relationship tracking needs of a diverse range of institutions—from conduit sponsors and hedge, pension, and sovereign wealth funds to banks, insurance companies, and regulatory institutions. This intuitive and easy-to-use solution provides the flexibility that is essential for today’s rapidly evolving business landscape.

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Surveillance Suite.

How we can help

Navigate through the blue menu below to view the market and business segments or view the products or services to learn more about how our flexible, powerful, and comprehensive fintech solutions can help your organization increase efficiency and boost performance.

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Hillel Caplan

Hillel Caplan

Partner | Deloitte Risk and Financial Advisory

Hillel co-leads the Financial Technology team, and also co-leads the Collateralized Loan Obligation (CLO) Services Practice, both in Deloitte & Touche LLP’s Securitization market offering. Hillel over... More

Mark Scherer

Mark Scherer

Principal | Deloitte Risk and Financial Advisory

Mark co-leads the Financial Technology team in Deloitte & Touche LLP’s Securitization market offering. Mark oversees various Financial Technology products, including products for the structured financ... More

Jason Johnson

Jason Johnson

Managing Director

Jason is a Deloitte Risk and Financial Advisory managing director in Deloitte & Touche LLP’s Securitization market offering. He brings 15 years of experience assisting clients with their financial tec... More

Chris Pruszko

Chris Pruszko

Senior Manager

Chris is a Deloitte & Touche Projects SARL senior manager and part of the Financial Technology team in Deloitte Risk and Financial Advisory. He is responsible for European operations, including severa... More

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