Buy-Side Reporting

Find out why the SEC is introducing the new N-Port and N-Cen regulations.

UnaVista Buy-Side Reporting suite is designed to help buy-side firms fulfil their reporting obligations for several global buy-side regulations through one single interface. UnaVista offers a range of business solutions to help buy-side firms become more efficient and reduce operational and regulatory risk. Firms can fulfil their fund, holdings and transactions reporting through a trusted name in regulatory reporting.

The benefits of using the platform include:

  • Automate the reporting process to manage your global reporting obligations and tailor with bespoke business rules.
  • Customisable approval workflows and all actions fully audited to ensure transparency.
  • Gain insight and automation to your operational processes helping to reduce operational risk.
  • Get advanced Management Information and manage your operations from a single graphical interface.
  • A system dynamically configured around your data to become a seamless extension to your operations.
  • Enhance and enrich your regulatory data using the Exchange’s reference data from source.

To find out more about each regulation please click on the options below:

 

UnaVista can assist firms with reporting to the relevant competent authorities.

 

Firms can report through a single platform.

 

UnaVista can help Commodity Pool Operators (CPOs) fulfil their obligations to CFTC and NFA.

 

Find out how UnaVista can help you report to the SEC.

 

UnaVista can assist firms with Forms N-Port and N-Cen reporting.

 

UnaVista can help with your validation, submission and storage of positions.

 

UnaVista can helps firms report for the Takeover Code Rule 8 regulation.