Institutional Investors: Financial Technology Software and Services | Deloitte US has been added to your bookmarks.
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.
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.
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.
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.
How we can help
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