Regulatory Reporting Software leader Advise Technologies Hires Stuart Calder as European Lead for Calculations and Data

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Industry leader in AIFMD Annex IV reporting strengthens European team with senior UK hire

Advise Technologies Europe, an award-winning software solutions provider for investment managers, announced today that it has hired a new European Lead - Calculations and Data for Europe, Stuart Calder.

This announcement comes as Advise customers have completed their October AIFMD Annex IV filings with European regulators.

As part of a continued commitment to Europe and growth in its European client base, Advise has expanded its European presence with local staff to provide the highest level of service to clients.

Bringing over 20 years’ experience in the IT and software sectors, Stuart has grown and led product functions at a number of leading financial technology companies, including Misys, Linedata/Beauchamp, and Broadridge / Paladyne.

Regulatory reporting today covers all aspects of a fund management business, and Stuart is able to bring in-depth experience of the whole range, including trading, portfolio management and accounting, risk management, performance measurement, and investor accounting.

“Having watched Advise’s development in recent years, and having witnessed this team establish clear market dominance and thought leadership, I’m delighted to join the company at this very critical time. The market is developing daily – particularly in Europe – and I firmly believe that Advise is perfectly-positioned to deliver the most comprehensive solution set available and to develop ahead of the curve to meet the current and future needs of Fund Managers worldwide.”

Advise General Manager Europe Tom Cahill stated “Today Advise leads the market in regulatory reporting and we now have every opportunity to consolidate and grow our customer base and product family. I have no doubt that Stuart’s particular mix of experience and skills will bring value to our products and to our customers and partners. Advise is delighted to have someone of Stuart’s ability on board to lead and to grow our abilities in data calculations in Europe”.

The AIFMD electronic filing solution is available on Advise’s Consensus RMS platform, which provides the foundation for a robust and repeatable reporting process. Advise first launched an AIFMD module in 2013 and has continued to update it to comply with ongoing guidance from the European Securities and Markets Authority (ESMA) and member state regulators.

For additional information on Advise’s AIFMD electronic filing solution or other products, please contact:
+44 (0)20 7043 4448
+1 (212) 576-1170


About Advise Technologies, LLC
Advise Technologies, LLC, provides proven software solutions for investment managers. Through its Consensus RMS suite of desktop and enterprise-grade solutions, Advise supports a full range of global regulatory reporting including Form PF, CPO-PQR in the United States and the AIFM Directive in the European Union. The firm also provides a complete document management system through its Vault DMS suite which helps locate, track and automate key documents, respond to regulatory exams, and comply with FATCA. Built by financial industry veterans, Advise empowers clients to manage traditionally resource-intensive and error-prone processes to ensure intuitive, fast, and cost effective operations. The firm is headquartered in New York and Dublin, with European offices in Dublin and London. For more information, please visit

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