Services
It's a breeze to convert your Blue Sky operations to ClearSky. The transition is smooth and seamless and can be completed in as little as a day. Once the conversion is completed, we customize our compliance process to meet your Blue Sky needs. A close working relationship with you helps us to efficiently manage and monitor account activity.

As part of an organization that is constantly reaching new horizons in Blue Sky compliance solutions, we offer unique in-depth expertise backed by innovative technology. Our sophisticated and reliable compliance process is the industry standard.

When you outsource to ClearSky, you enjoy all these advantages:
	Lowest Blue Sky fees and overhead costs
	Customized services and "real-time" access to information
	Committed service by a staff with industry experience and expertise
	Advanced BlueLink software, including the BlueWin compliance system
	Reduced risk of failure, fines and late product introductions

By using advanced BlueWin technology, ClearSky makes your life easier.
	Completes initial registrations and maintains filings
	Amends filings as necessary
	Monitors daily sales activities
	Provides comparison reports of sales vs. registered amounts
	Gives notification of unregistered sales
	Completes necessary organizational change filings
	Tracks pending permits
	Provides real-time access to compliance activity and status of registrations
	Uses BlueExpress electronic filing (where accepted by states)

BlueOnline

BlueOnline is our clients' website that gives them real-time, secured access to their funds' registration and financial information, including: • Issues Database • Transfer Agent Download Status • Funding Requests • Registration Period Sales Report • State Registration Matrix Report • State Registration Reverse Matrix Report • Financial Calculators of State Fees • Permit Information: Registration, Sales,   Activity, Fees, Filings, Forms

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

Take a walk through our ClearSky Process
Each step of our Blue Sky compliance process is connected with the next in a highly efficient, technological continuum.

Partial Client List