PFPC connects you to compliance technology software, solutions and services. As the industry leader in providing Blue Sky compliance and Advertising Review solutions through technology, we are the one and best source to meet all your compliance needs.

Technology Services

Blue Express

Advertising Review Solution

BlueWin™ Compliance Systems - an industry standard
BlueWin helps your Blue Sky department increase productivity and accuracy, while reducing costs.

BlueWin has the ability to store documents of all filings. Cover letters and forms can be viewed online prior to printing.

The Fund-Permit Browse in BlueWin gives a quick overview of the status of the permit.

The BlueWin Funding Request module can manage the accounting function of Blue Sky. Checks can be printed and batched invoices can be created to request lump sum payments from clients or custodians.

BlueWin's Initial Filing Project is a wizard that automates the creation of the initial filings for a Fund, including all permit mapping, activity creations, and funding requests plus cost estimates of required Blue Sky fees. BlueWin also automates the Name Change, Merger, and Termination process through additional project wizards.

To request a demonstration of BlueWin, please contact Frank Heavey at 617-263-7167, or via E-mail: Frank.Heavey@pnc.com

Technology Services – to meet your Blue Sky needs
PFPC provides all the comprehensive, customized services you need for your in-house Blue Sky operations. We offer the following services:

	Transfer agent interfaces supported by a sophisticated transfer agent data center
	Customer service and technical support
	Training in use of BlueLink systems and software
	Consulting services and customized software modifications or enhancements

BlueExpress™ – a revolutionary electronic filing solution
	BlueExpress electronic filing is an open architecture. Here is BlueLink's Blue Express Overview and Architecture.