Westport Capital Partners, an investment management firm focused on opportunistic and distressed real-estate investments, has gone live with NorthPoint's Form PF Software Solution to file its Form PF reports.
The solution is an enterprise application and data repository that helps advisers with their Form PF filings. It includes data management tools that help collect required data; tools and reports to view, audit and sign off on reporting instructions; a dashboard that displays the progress of the filing preparation; and filing tools to prepare and submit Form PF.
"NorthPoint clearly knows the Form PF and regulatory space, and their technology and subject matter expertise was integral to successfully meeting our requirements," says Steven Russell, chief administrative officer of Westport Capital Partners. "The NorthPoint team, which included a project manager, business analyst and technical experts, provided invaluable guidance to ensure that the filing was prepared and submitted on time.
"With a flexible tool like NorthPoint Form PF, we were able to quickly ramp up and automate many of the filing processes and reduce the effort by countless hours - allowing us to concentrate on our core business requirements," Russell continues. "The solution also allowed us to create a fully auditable and repeatable process for future filings."
In addition to its Form PF product, NorthPoint has solutions for order management, portfolio management, data warehousing, risk management, credit and distressed debt, securities master, pricing and valuation, analyst research and pipeline management and OTC settlements.