The SEC’s Investment Company Reporting Modernization mandates are significantly changing the regulatory landscape for mutual funds and exchanged traded funds registered under the Investment Company Act of 1940.

To aggregate and manage all the data required to complete and file Form N-PORT and Form N-CEN, we have developed a solution and implementation plan to help you efficiently meet the SEC’s stringent deadlines.

Watch the 40-minute webinar, complete with demo, to learn more.

Investment Company Reporting Modernization

SEC RIC modernization: Advisors' Inner Circle

Advisors' Inner Circle clients hear from our experts on the new regulations in this webinar replay.