Company Information

Get to know Advise Technologies-CSS

Advise Technologies was a software company specializing in regulatory reporting for financial firms. In 2017, it was acquired and became a core part of Compliance Solutions Strategies (CSS), a new entity formed by the merger of three compliance firms. CSS focused on providing a comprehensive suite of RegTech solutions to help the investment management community meet complex global regulatory requirements, such as Form PF, AIFMD, CPO-PQR, and MiFID II. In 2021, CSS itself was acquired by Confluence, a global technology solutions provider for the investment management industry. Today, the products and expertise of the former Advise and CSS entities are integrated into Confluence's regulatory reporting and data management platform, serving a global client base of asset managers, hedge funds, and fund administrators.

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Technology Software DevelopmentPRIMARY
Financial Other Service

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Advise Technologies-CSS

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.