Automated production of EPT templates and PRIIPs KID documents, including full performance scenario and cost calculations, with optional filing with regulators.
Generation of EET templates and ESG/SFDR disclosures with automated calculations. Produce pre-contractual and periodic sustainability reports aligned with EU regulations.
Complete EMT template management with automated data integration. Handle static data, target market classification, cost & charges, and transaction cost reporting efficiently.
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.