Apex Risk Technologies, a leader in cloud-based risk, performance, and investor reporting tools, and ACA Group (ACA), a leading governance, risk, and compliance (GRC) solutions provider in financial services, today announced a strategic partnership that combines RiskMonitor's established investor reporting technology with ACA's specialist performance measurement and regulatory consulting expertise.
The partnership will help asset managers, wealth managers, and alternative investment firms deliver investor-ready reporting with stronger governance, regulatory alignment, and operational efficiency.
RiskMonitor has supported investment managers with investor reporting for over a decade, providing a technology-driven solution for data acquisition, performance calculation, report production, document hosting, and workflow management. Through this partnership, clients can now complement that technology with specialist consulting support to help meet evolving investor, governance, and regulatory expectations.
As investors and regulators demand greater transparency around performance methodologies, disclosures, and reporting controls, firms face growing pressure to balance operational efficiency with robust governance and regulatory compliance. The partnership brings together RiskMonitor's scalable reporting infrastructure and ACA's deep expertise in performance measurement, helping clients deliver investor-ready reports with greater confidence and control.
RiskMonitor provides the technology platform, including automated data acquisition, report production, approval workflows, document hosting, and audit capabilities. ACA provides a specialist consulting layer, supporting clients with performance reporting methodologies, disclosure requirements, governance frameworks, and alignment with industry standards and regulatory regimes, including the Global Investment Performance Standards (GIPS®), the SEC Marketing Rule, FINRA Regulatory Notice 20-21, and ILPA performance reporting guidance.
Ian Hubert, Global Head of Apex Risk Technologies, said:
"Our RiskMonitor platform has long helped clients deliver accurate, efficient, and scalable reporting,"
"Our partnership with ACA adds a new layer of specialist performance measurement and regulatory consulting expertise, enabling clients to combine robust reporting technology with expert guidance on the methodologies and governance behind the numbers."
Chase Frei, Partner, Head of Performance at ACA Group, said:
"Investor reporting is increasingly a regulatory and reputational priority, not just an operational one,"
"Firms need reporting technology that scales, but they also need certainty that the methodologies, disclosures, and controls behind that reporting can withstand scrutiny from investors, boards, and regulators. ACA's specialist consulting on performance methodologies and disclosures works alongside RiskMonitor's platform to address that gap, giving firms access to both without adding unnecessary operational complexity."
The partnership enables clients to benefit from:
An established technology platform for fact sheet production, performance reporting, and investor communications
Automated connectivity with fund administrators, custodians, and market data providers
Flexible, client-branded report design with scheduled and on-demand production
Enhanced analytics, including contribution, attribution, and ESG reporting
Version control, approval workflows, and comprehensive audit trails
Specialist consulting support covering performance methodologies, disclosures, and governance controls
Guidance on alignment with performance reporting frameworks, including the GIPS® Standards, the SEC Marketing Rule, FINRA Regulatory Notice 20-21, and ILPA performance reporting guidance
Access to ACA's expertise, supporting more than 6,350 financial services firms globally
The combined offering is designed to help firms reduce operational risk, strengthen reporting controls, and scale investor reporting activities without increasing internal headcount.
The partnership further enhances Apex Risk Technologies’ broader risk, performance, and regulatory reporting capabilities, extending the value of RiskMonitor beyond report production to support the governance and advisory requirements increasingly associated with investor communications.
GIPS® is a registered trademark owned by CFA Institute.
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For Apex Group: Marion Janic | Marion.Janic@apexgroup.com
For ACA Group: aca@gregoryagency.com
About Apex Group
Apex Group helps fund managers and institutions take charge of their future through its single-source solution. Apex scales with its clients across the value chain, from fund structuring to operations and distribution. Established in Bermuda in 2003, Apex has continually disrupted the industry through its investment in innovation and talent. Today, it services $3.5tn+ in assets and employs 13,000+ specialists across 50+ countries.
Apex connects data to elevate intelligence by bringing operations, technology, and distribution into a single, unified ecosystem. That means fewer silos and better decision-making.
Apex gives clients access to a technology stack that flexes around their needs and anticipates challenges, supported by specialists across jurisdictions and asset classes. Across AllFi, Apex bridges traditional and decentralised finance. Every member of the Apex team delivers the insights and adaptability needed to navigate the rapid changes affecting today’s businesses.
Most importantly, Apex helps managers chart a direct pathway to growth as the only single-source provider connecting them to new investors, markets, and opportunities.
Apex’s expertise, scale, and innovative technology are propelling fund and asset servicing forward and enabling its clients to take control of their future prosperity. Its vision also extends beyond the industry. The Apex Foundation reflects its passionate commitment to empowering sustainable change.
About ACA Group
ACA Group is a leading governance, risk, and compliance (GRC) solutions provider in financial services. For more than 20 years, ACA has empowered its clients to reimagine GRC, protect their businesses, and support growth. ACA’s global team of over 1,700 professionals includes former regulators and practitioners with a deep understanding of the regulatory landscape.
ACA’s innovative approach integrates advisory, managed services, distribution solutions, and analytics with its ComplianceAlpha® technology platform. ACA was recognized by CNBC as one of the World’s Top Fintech Companies for RegTech and by Business Insider as one of the Top Management Consulting Firms in America for 2026.
To explore ACA’s governance, risk, and compliance solutions, visit www.acaglobal.com.
