Patterns

Automate your regulatory reporting workflows

Speed is important when you’re processing large volumes of regulatory forms and compliance documents, and accuracy is critical. Our growing list of Patterns for regulatory reporting instantly automates the most common securities forms, sending validated, traceable, and auditable data directly to your business.

Stay compliant with instant regulatory form processing with Patterns like:

Form ADV
US tax forms and SEC Forms including Form 3, 4, 5, 6-K, 8-K, 10-K, 13D, 13F, and 144
Schedule K-1s

Ensure your reporting is 100% accurate

Using next-generation machine learning and large language models to automate data processing, transformation, and validation, you can process and action your data in less time, with fewer errors. Get cleaner data, faster, delivered directly to your firm's downstream systems.