Solutions Atlantic: Simplifying Shareholding Disclosure Reporting with Automation

Mitch Greess, Co-Founder and CEO
Shareholding disclosure is a crucial function in the financial services industry with which institutional investors must comply. However, as disclosure rules vary widely between different jurisdictions, it is challenging for institutional investors to ensure compliance with all regulations. As these regulations have become more stringent in response to the market turbulence and growing requirement for transparency on corporate ownership, investors and asset owners need to report any changes in their holdings. Despite having the required industry expertise, firms still face obstacles in addressing the complexities of shareholding disclosure. The need of the hour is a dedicated partner that can help manage the entire process of disclosure monitoring and reporting.

Enter Solutions Atlantic.

Having been in this domain for over 20 years, acquiring vast experience, Solutions Atlantic is well-positioned to offer a proprietary solution called the Regulatory Reporting System (RRS) that efficiently manages global shareholding disclosure monitoring and reporting for institutional investors. Mitch Greess, Co-Founder and CEO of Solutions Atlantic says, “By combining our technical knowledge and deep domain expertise, we have developed several unique solutions that solve organizational complexities that can arise when dealing with shareholding disclosure obligations, be it regulatory exposures, investment strategies, or complex business structures.”

Established in 1998, Solutions Atlantic started as a boutique technology consulting firm focused on the financial services industry. In 2001, Greess recognized the need for automating the global shareholding disclosure process, which led to the development of Solutions Atlantic’s Regulatory Reporting System (RRS). A purpose-built solution with a web-based user interface, RRS automates the shareholding disclosure monitoring and reporting workflow across 100 jurisdictions. Seven years later, when the market began to consolidate, the company saw the opportunity to expand its offerings and developed RuleBuilder, a rules engine to support rapid introduction of and customization of shareholding disclosure rules. This rules engine turned out to be a game-changer for Solutions Atlantic, as it enabled the company to garner many renowned clients.
Fast forward to today, Solutions Atlantic has grown tremendously to become a preeminent provider of end to end compliance for regulatory reporting of shareholding disclosure obligations across the world.


By combining our technical knowledge and deep domain expertise, we have developed several unique solutions that solve organizational complexities that can arise when dealing with shareholding disclosure obligations.


The company also has an RRS Rules Library that is supported by Rulefinder, the source for global shareholding disclosure regulatory intelligence, built and maintained by aosphere LLP (an affiliate of Allen & Overy). Solutions Atlantic also offers a seasoned team with extensive experience in the financial services industry, distributed IT environments, and large-scale project management. “By having some of the largest and most complex financial organizations as clients, we have been able to develop deep knowledge and expertise in this regulatory space to address the most complex regulatory requirements and challenges our clients encounter every day,” mentions Anna Monteiro, head of business and product development at Solutions Atlantic.

One of the core differentiators of Solutions Atlantic is that the company places its clients at the center of product innovation. It incorporates client inputs such as customized user interface, the ability to override data, and add notes into the system in order to continually add value where clients need it most.

“As we move forward, we are actively gathering feedback on product features that our customers use for their business. Once we have that information, we will consolidate every input to modify and enhance RRS. This inclusive strategy is our key to success,” concludes Greess.

Company
Solutions Atlantic

Headquarters
Boston, MA

Management
Mitch Greess, Co-Founder and CEO and Anna Monteiro, Head of Business & Product Development

Description
Having been in this domain for over 20 years, acquiring vast experience, Solutions Atlantic is well-positioned to offer a proprietary solution called the Regulatory Reporting System (RRS) that efficiently manages global shareholding disclosure monitoring and reporting for institutional investors. Established in 1998, Solutions Atlantic started as a boutique technology consulting firm focused on the financial services industry. In 2001, Mitch Greess, the CEO recognized the need for automating the global shareholding disclosure process, which led to the development of Solutions Atlantic’s Regulatory Reporting System (RRS). A purpose-built solution with a web-based user interface, RRS automates the shareholding disclosure monitoring and reporting workflow across 100 jurisdictions.

Solutions Atlantic