About our Technology
The Technological Link to Compliance

PFPC challenges conventional thinking with new approaches to handling Blue Sky and Advertising Review compliance. We develop systems that make it easy for departments to deal with a complex compliance process affected by legislative changes and an evolving industry.

Our software solutions are as effective as they are visionary. BlueWin is the preeminent software system for Blue Sky compliance, providing you with a full array of functions that will increase your productivity and reduce costs. BlueExpress, an electronic filing solution, is available as open architecture technology to transmit Blue Sky filings via the internet to states that accept electronic filing.

Advertising Review Solution helps firms increase the efficiency of their NASD and Broker/Dealer advertising compliance process by providing a secure, online, capability for the review and annotation of advertising and marketing pieces. With the Ad Review system you will greatly decrease the amount of time from start to finish for the review process.

PFPC also offers an array of client services, including:

   Transfer agent interfaces supported by a sophisticated transfer agent data center
   Customer service and technical support
   Training and Documentation
   Consulting services and customized software modifications or enhancements

PFPC offers unmatched services and technology, creating long-term value - and lasting relationships with clients.