IVP REGULATORY REPORTING (RAPTOR)

Automate Reporting with Confidence

Streamline global filings, disclosures, and trade reports while maximizing transparency.

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An increasingly strict regulatory environment requires asset managers to manage a complex slate of filings, disclosures and trade reports—daily, monthly, quarterly and annually. But conventional reporting solutions often rely on isolated processes that increase operational overhead, fragment filings data, and create inconsistencies.

IVP maximizes reporting efficiency by automating regulatory filings worldwide. Our solution handles periodic filings, including Form 13F, Form PF, AIFMD, and OPERA. It also manages threshold breach disclosures for short selling and transaction reporting, including CAT. It integrates seamlessly with accounting, risk, and data warehousing systems as well as fund administrators. Most important, its built-in automation helps reduce both costs and filing time.

CAPABILITIES

EXPLORE MANAGED SERVICES

With IVP Managed Services, you can outsource regulatory reporting with full “audit anytime” transparency.

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KEY FEATURES

COMPREHENSIVE
COVERAGE

Seven core data sets drive more than 30 global filings with a single, streamlined workflow.

UNIFIED
PROCESS

The solution eliminates redundant data validation and review processes for filings and disclosures as well as associated investor reporting.

SIMPLIFIED
EXPERIENCE

An intuitive, high-level visualization of all filings with customizable dashboards allows users to drill down to the most granular details, including how calculations are made and what data is used for any filing or disclosure.

BUILT-IN
EFFICIENCY

Scalable processes and streamlined data aggregation enable rapid expansion into multiple reporting categories.

DATA
ACCURACY

The solution helps ensure accuracy through data validations, outlier threshold checks, and multi-level reporting.

CROWDSOURCED
INSIGHTS

Leverage reporting methodologies developed in partnership with our clients to ensure alignment with your peers.

ADAPT
TO BREXIT

Ease the transition to post-Brexit reporting. The solution maximizes reporting efficiency with universal datasets that can generate regulatory filings across jurisdictions.
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SERVICING ESG MANDATES
FOR THE BUY SIDE

Kick-off your ESG reporting with confidence with our well-formulated reports, inbuilt ETL layered tools for data sourcing, cleansing and tagging, and expertise chalking out risk and materiality areas. We also support all major data providers.
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Encompassing the Regulatory Ecosystem

IVP Regulatory Reporting addresses the full range of mandatory regulatory and compliance requirements globally.

REGULATORY REPORTING AS A SERVICE

With IVP Managed Services, IVP Regulatory Reporting (Raptor) enables “Regulatory Reporting as a Service.”

Empowered by digital-first technologies, our highly experienced regulatory analysts manage your firm’s filings, disclosures, and trade reporting in the cloud with “audit anytime” transparency that makes it simple for you to check every filing in detail. Well-defined SLAs and KPIs help control operating risks. And activity-based pricing lets you take a modular approach.

Reliability

+20 years of experience combined with 24/7 global support.

Ownership

Audit trails ensure data custody from collection to distribution of the blended golden copy.

Control

Easy onboarding and question-level access control ensure complete oversight.

ADVANTAGES OF REPORTING AS A SERVICE

Advantages of Regulatory Reporting automation tool
Advantages of Regulatory Reporting automation tool

RESOURCES

Brochure

2020

IVP Regulatory Reporting Solution (Raptor) - Brochure

Brochure

2020

IVP Regulatory Reporting as a Service - Brochure

Case Study

2020

IVP Regulatory Reporting Case Study 1

Case Study

2021

IVP Regulatory Reporting Case Study 2

Filing Calendar

April 07, 2021

Regulatory Reporting Filing Calendar FY 2021 - 2022

FactSheet

April 20, 2021

Brexit FactSheet

Whitepaper

April 22, 2021

Institutionalizing Efficiency for Multi-Jurisdictional Regulatory Compliance

Latest Blog

August 04, 2021

Financial Conduct Authority (FCA) Migrates to New Filing Platform

One Pager

August 19, 2021

EMIR One Pager

One Pager

July 21, 2021

MAS OTC Trade Reporting One Pager

One Pager

May 19, 2021

Regulatory Reporting (Raptor) Form PF One Pager

One Pager

May 19, 2021

Regulatory Reporting (Raptor) Disclosures One Pager

One Pager

May 19, 2021

Regulatory Reporting (Raptor) N-Port & N-Cen One Pager

Video On Demand

May, 2021

Automate & Streamline Regulatory Reporting with a Digital-First approach

Video On Demand

May, 2020

IVP Regulatory Reporting Virtual MM2020

Video On Demand

May 11, 2020

Opera, Investor Reporting Demystified

Video On Demand

June 11, 2020

Synthesize New Age Technology and Managed Services

OnePager

July 2, 2021

Opera OnePager

OnePager

April 20, 2021

AIFMD OnePager

OnePager

April 20, 2021

BEA OnePager

OnePager

April 20, 2021

MiFID OnePager

OnePager

April 20, 2021

UCITS OnePager

Issue Brief

April 26, 2021

Impact of Brexit on Regulatory Reporting

Blog

June 15, 2021

An Overview of MAS OTC Trade Reporting

Blog

April 19, 2021

How Brexit Affects UCITS Reporting

Blog

April 19, 2021

How Brexit Affects MiFID Firms

Blog

April 19, 2021

How Brexit Affects AIFMD Reporting

Blog

April 15, 2021

Using TRP and TMPR for a Post – Brexit Era

Blog

April 15, 2021

How Brexit Affects EMIR Firms

Blog

April 12, 2021

Transforming Regulatory Reporting with Managed Services

Blog

February 05, 2021

Key takeaways from AIFMD Reporting Under Icelandic Jurisdiction

Blog

January 12, 2020

Finanstilsynet Issues Changes to AIFMD Reporting

Blog

December 8, 2020

Key Takeaways from ESMA’s 2021 Work Programme

Blog

November 5, 2020

Latest Amendments to Form CPO-PQR by the Commodity Futures Trading Commission (CFTC)

Blog

October 8, 2020

Regulatory Reporting Filing Calendar for Q3, 2020

Blog

September 1, 2020

ESMA Updates Instructions for Money Market Funds Regulation (MMFR)

Blog

August 4, 2020

ESAs ESG Disclosure Mandate

Blog

June 12, 2020

AIFMD XML Submission in Luxembourg Process to sign up with a CSSF

Blog

June 11, 2020

Regulatory Relief and Key Conditions for Firms During COVID-19

Knowledge Paper

April 21, 2020

Raptor- COVID Knowledge Paper

Blog

April 21, 2020

ESMAs Regulatory Actions in Response to COVID-19

Blog

March 31, 2020

COVID-19 Implications on Short Selling Restrictions

Blog

March 24, 2020

COVID-19 Prompts SEC to Extend Regulatory Filing and Delivery Deadlines

Blog

March 5, 2020

Valuable Insights on CPO-PQR Reporting

Blog

February 7, 2020

Reporting Under Form PF vs. AIFMD

Blog

February 4, 2020

Jurisdiction Nuances in AIFMD Reporting

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