FORM PF TOOLKIT

We have been diligently working on analyzing Dodd Frank Reform and downstream effects for RIAs and hedge fund managers.  Our research has taken us into the depths of General Ledger and Portfolio Management systems data architecture.  Based on our research, we have created the following Form PF tools:

 


Form PF Whitepaper
FORM PF Whitepater - Final Version.pdf
Adobe Acrobat Document 229.5 KB
FORM PF Field and Calculation Guide
FORM PF Fields and Calcs.xls
Microsoft Excel Table 284.5 KB

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