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Asset Management
Automated Regulatory Reporting (Form PF, AIFMD)
Complexity
Very High
Timeline
16-24 weeks
Outcomes
4+
Challenge
Manual compilation of regulatory reports (Form PF, AIFMD) from multiple data sources consuming significant time and creating filing risk.
Solution
Automate regulatory data collection in Salesforce with fund data integration, workflow-driven reporting processes, and electronic filing integration.
Key Outcomes
- Automated regulatory data aggregation
- Streamlined Form PF and AIFMD preparation
- Reduced filing errors and delays
- Complete audit trail
Tags
regulatory-reportingcomplianceasset-managementform-pfaifmd
Implementation Timeline
16-24 weeks
Very High Complexity