Automated production of PRIIPs Key Information Documents (KIDs) and FinDatEx templates, including EPT, CEPT, and EMT, supported by integrated calculations and centralized data management.
Generation of EET templates and ESG/SFDR disclosures with automated calculations. Produce pre-contractual and periodic sustainability reports aligned with EU regulations.
Centralized management and dissemination of fund data — static, dynamic, and position details — to distributors, data vendors, and investment platforms in multiple formats.
Production of AIFMD Annex IV and Form PF reporting including calculations and filing to regulators. Generation of further AIF reports such as Open Protocol (OP).
Digitalize Real Estate fund data management and reporting. Automate calculations and create INREV SDDS, bespoke client, and investor reports within a single platform.
Automate TPT, CTI: DCPT, FVPT, CTI, and other institutional reporting, including calculations for Solvency II, VAG, COVIP, and FTK frameworks — fully compliant and audit-ready.
Automated production of UK CCI Product Summaries and machine-readable templates, including calculations and disclosures, delivered in both PDF and web-based formats via our iQuant Space platform.
Automated production of factsheets and other client-facing documents, supported by centralized data management, calculations, and a configurable report builder.