09 · Compliance & Regulatory
Form PF preparation & filing
Atlas-orchestratedfrom $1,500/moExpert ~2–5 hrs/mo
Bottom line
Assemble Form PF data from Atlas and coordinate filing with compliance counsel.
Atlas owns workflow, drafts, and QC calendar. Licensed partners handle regulated acts; Atlas stewards the process.
Invoice / proposal description
- ·Form PF data assembly from Atlas.
- ·Filing calendar and checklist.
- ·Expert + counsel review before submit.
By hand today
PF built from scratch under deadline terror.
On Atlas
Data assembly; counsel files; expert QC.
Deliverables
- PF data pack
- Checklist
- Review notes
Service levels
- Data pack ready ≥10 business days before due date.
Exclusions
- — Unauthorized IARD submission
Platform surfaces
Fund DashboardPerformancePortfolioImport & Analyze
Regulatory urgency pricing.