Our Process

Our unique outsourced solution makes regulatory reporting seamless
to our clients so that they can focus on their business goals.

  • Gather data

    We gather member or fund level data, but not any underlying data as we already have that loaded.

  • Data checking

    We double and sometimes tripple check data to make sure all ties up.

  • Pre run reports

    We run report sub-sets to make sure that from data to reporting all data ties up.

  • Generate and publish reports for download

    We generate and publish reports so that the client can download them from the client centric web enabled dashboard.