Company Details

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Advise Technologies

Advise Technologies builds regulatory intelligence software. In just seven years, we have grown from scrappy start-up to industry-leading provider of regulatory solutions and services to an elite and global client list which includes some of the biggest names in the hedge fund, fund administration, and private equity space around the world.

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Company Name:
Advise Technologies
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Company overview:

Advise Technologies was established just seven years ago, a modest start-up firm created by a group of experienced fund professionals. Today, Advise is a rapidly growing company, gaining international recognition with offices in New York, London, Paris, Dublin, Amsterdam, and Kansas. Our mission is to build industry-wide regulatory and compliance solutions for top tier global investment managers. Our clients include some of the biggest names in the hedge fund, fund administration, and private equity space around the world, and they rely on us to take complex issues and solve them in an elegant, automated, and repeatable process. We value individuals who have an entrepreneurial spirit and those who want to experience growth alongside a young, ambitious company. If this sounds like the place for you, we invite you to join us. 

HQ Location:
United States
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Key Geographical Presence:
North America / Europe
English / French / other
  1. Consumer RMS (Specialty: Regulatory Reporting)

    An increasingly complex global regulatory environment requires an elegant solution for regulatory reporting.  Consensus Regulatory Management System is an award winning platform used by investment managers for a repeatable, reliable, and automated filing process. Our experience with firms of all sizes and our expertise ensures that clients have access to a deep and diverse knowledge base.

    Vault DMS (Specialty: Document Management)

    A rapidly evolving global regulatory environment requires precise compliance checks and strict record keeping. Vault DMS is a full-featured document management system built for private fund managers to ensure key documents are organized, signed off, and easy to find.

    Advise Signal (Specialty: Conflicts & Disclosures Management)

    Managing position limits and substantial shareholding disclosure thresholds is cumbersome. Regulations can change at any time, rules and processes vary by jurisdiction, and there can be penalties for noncompliance. Signal is a monitoring and reporting solution, providing alerts and filings based on transactions and holdings thresholds. Coverage includes major exchanges and 89 jurisdictions.