GRMA

Turnkey regulatory compliance reporting solution for asset management firms delivered through a dynamic SaaS-based platform offering private fund managers efficiency and scale.
GRMA Report Generator
Report Generator

Streamline regulatory compliance reporting

  • Cost-effective, turnkey regulatory compliance reporting solution.
  • Regulatory and investor reporting including Form PF and Form ADV.
  • SaaS-based reporting application that is easy to integrate into current workflows and data streams.
GRMA Report Generator
Data Aggregation
Data Aggregation

Aggregate data across multiple sources

  • SaaS and Cloud-based solution for investment data aggregation.
  • Data normalization and modeling with curated data.
  • Functions as “data middleware” supporting portfolio management, risk management, and accounting applications for asset managers.
Data Visualization
Data Visualization

Efficiently manage investment portfolios

  • SaaS-based dashboard and visualization solution.
  • Efficiently manages and monitors investment-related data.
  • Robust portfolio management for asset managers without order management and trade execution needs.
Data Visualization
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