Merlin launches short reporting tool for fund clients
The firm, which targets managers with less than $1 billion under management, provides two reporting platforms: MerlinPrime for clients in single prime brokerage relationships, and MerlinSharp for clients with multiple prime broker or custodian relationships. The form SH reporting tool is available on both platforms.
Aaron Vermut, senior partner and chief operating officer at Merlin, explains that the broker was already collecting client data on its reporting platforms now relevant to the new SEC
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