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Regulatory Filing Automation & Process Improvement

In 2017, SteelBridge marked its five-year anniversary of successfully filing SEC regulatory disclosures for over 160 funds at a global fund manager. This massive effort has evolved from enhancing a proprietary data warehouse to creating custom calculation engines to integrating over a dozen data sources. “As firms streamline and adapt, our efforts have shifted focus to hands-on training and creating a sustainable, repeatable process,” said SteelBridge Managing Partner James Haluszczak. “We spent years building the tools – now we’re building the teams that use them to make each year a success.”