Austin, TX – October, 15, 2025 – S3, a leading provider of regulatory reporting and analytics solutions, today announced the capability to generate a 605 report using the new requirements directly from the S3 portal. While the SEC has officially extended the compliance date for the amended Rule 605 requirements to August of 2026, S3’s early launch will put users almost a full year ahead of the deadline – giving you a head start on understanding how the updated metrics and calculations will impact your 605 report.
“Our goal is to make the transition to the new 605 report as smooth and transparent as possible,” said Mark Davies, CEO at S3. “By delivering this functionality so far ahead of schedule, we’re giving firms the time and insight they need to prepare confidently, and on their own terms. They can begin testing data, identifying gaps, and refining processes now, instead of worrying about meeting a deadline.”
From determining which orders are included or excluded and why, to identifying outliers and excluding invalid orders from the report, S3’s entire NextGen 605 suite gives users comprehensive control over the process of creating a 605 report. Users will be able to generate the full report package, including the 605(a)(1) detail report and the 605(a)(2) summary report in both CSV and PDF format. NextGen S3 data tables give a graphical view into your 605 statistics so you can audit every line on your 605 before you publish to the world.
This early implementation underscores S3’s commitment to innovation, reliability, and partnership. Rather than working toward a deadline, S3 delivers solutions that simplify complex reporting challenges to help you stay ahead of the curve.
The new Rule 605 report generation is available now for NextGen subscribers. For more information, please contact sales@S3.com or your Client Experience representative.