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Form PF Reporting Solution

Having trouble with proper and consistent execution of the Form PF management process across your funds? Concerned about the risk of audits and fines due to unknown errors in form completion, updates, or storage? Looking for a Form PF management solution that gives your staff expertise, standardizes the process, and delivers the kind of visibility you need to effectively manage the process? The Form PF solution from SS&C GlobeOp provides a rich feature set wrapped in a simple-to-use and powerful interface that makes Form PF management intuitive, repeatable, and well documented.

SS&C GlobeOp offers various levels of service, from licensed software to a full-service production and post-production solution:

  • Step-by-step instruction and methodology for each phase of form completion
  • Standard and customizable reports
  • Scalability – our solution grows with you
  • Robust security – industry standard data protection measures
  • Access to SS&C GlobeOp experts to answer questions and assist in form completion and filing
  • Compatible and integrable with data stored in other SS&C GlobeOp or third party systems


Form PF dashboard

End-to-end solution includes an explanation of data required, data mapping, aggregation, comparison of all methodologies, and the production of reports. Portal files directly with the SEC.



Key benefits:

  • No more scrutiny and fines due to incomplete forms
  • Complete transparency to the user
  • Access to historical filings and all supporting documentation
  • Effortlessly monitor your Form PF process and remain in compliance
  • Maintain protection of sensitive and confidential information
  • Allows secure dissemination of information throughout your firm
  • No additional equipment expense or maintenance needed
  • Simplified analytical tools for easy review; confidence in knowing you are in line with industry norms

Related Resources

Form PF
SS&C GlobeOp’s Form PF reporting service delivers a web-based solution that makes anyone a Form PF compliance expert, standardizes error free processes across your locations, and gives you the visibility and reporting you need to manage your requirements with confidence.