Brochure

SS&C GlobeOp® Form ADV Software Solution

The world’s top fund managers depend on SS&C GlobeOp® tools and services for alternative investment regulatory compliance and reporting.

Our solution includes both an automated onboarding of your previously submitted data as well as the population of the IARD site, eliminating the need for manual updates.

SS&C GlobeOp’s solutions can be used as part of its Fund Services platform or on a standalone basis.
How We Do It:

  • Comprehensive Solution that integrates early-stage flagging and comparative analytics.

  • Rules-based logic to ensure consistency across organizations.

  • Tasked-based tool for oversight, ownership and status.

  • Storage of all documentation used to create Form ADV.

  • Automated upload to IARD Portal.

  • Software and service support of future requirements.