Data Management•Fund Reporting•Automation

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Your fintech partner in data management and reporting.

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Trusted by leading financial institutions:

Swiss Finance & Property GroupEdenTreeColler CapitalMoonfareFiera CapitalCredit AgricoleAllspring

Transforming fund data into actionable insights

Automate PRIIPs, MiFID II, ESG/SFDR and fund data reporting.

iQuant Solutions' mission is to help financial institutions regain control of their data, in terms of quality and availability, to better serve their clients and meet their reporting obligations.

Our background in asset management and technology creates a solid foundation for state of the art financial data management and reporting.

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Automate PRIIPs KID and EPT template creation with accurate scenario calculations and compliance-ready outputs.

PRIIPs KID automation & EPT template generation

Generate compliance-ready Key Investor Documents (KIDs) and EPT templates with built in scenario and cost calculations. The solution helps asset managers and insurers automate PRIIPs reporting, saving time, reducing errors and making the process more transparent.

Automate ESG and SFDR EET templates with sustainability data integration and transparent disclosure management.

ESG and SFDR Data Management

Simplify ESG and SFDR reporting with automated EET templates and integrated sustainability data management. The module supports both pre-contractual and periodic disclosures and ensures alignment with evolving ESG regulations across jurisdictions.

Automate MiFID II EMT reporting with data validation, target market classification and cost & charges transparency.

MiFID II Reporting & EMT Template Automation

Streamline MiFID II reporting through automated EMT template production. Manage data across distributors to ensure transparent target market classification and detailed cost & charges disclosure. Simplify complex reporting workflows while maintaining full regulatory compliance.

Automate fund data dissemination and vendor integration with real-time updates and template standardisation.

Global Fund Data & Document Dissemination

Manage and distribute static, dynamic, and position data across platforms, distributors, and vendors. Automated dissemination of documents and files, including prospectus, fact sheets, EMT, EPT, and EET to ensure consistent and accurate updates are made efficiently across all reporting channels.

Automate AIF reporting and compliance with multi-jurisdiction support and centralised data management.

Alternative Investment Funds (AIF) Reporting

Aggregate and report AIF data efficiently with automated AIFMD Annex IV, OP Template, and Form PF for key risk, classification, and performance metrics. Built for multi-jurisdictional compliance, it delivers accurate, regulator-ready reports to investors and authorities, including API delivery, with minimal manual work.

Automate real estate fund data and performance reporting with accurate templates and portfolio analytics.

Real Estate Funds Data & Performance Reporting

Consolidate and analyse Real Estate Fund data across markets using automated templates and performance analytics. The solution provides accurate reporting, transparent metrics, and market-specific disclosures for property investment portfolios.

Automate Solvency II and institutional TPT reporting with local compliance for VAG, COVIP, and FTK frameworks.

Solvency II & Institutional Reporting

Automate Solvency II and institutional reporting with TPT and pension data templates tailored for each jurisdiction. iQuant Solutions supports full production of TPT reports and pension reporting across Germany (VAG), Italy (COVIP), and the Netherlands (FTK). Our platform ensures accuracy, consistency, and compliance with local and EU/UK-level regulatory standards.

Dashboard view of iQuant Solutions fund data management and reporting platform showing fund data analytics and sector allocation charts.

Manage, validate and deliver your fund data — all in one platform.

Access and manage fund data, regulatory templates and performance reports from anywhere, anytime. Our cloud-based platform helps financial institutions centralize reporting, automate calculations and deliver compliance-ready outputs at scale.

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Dashboard view of iQuant Solutions fund data management and reporting platform showing fund data analytics and sector allocation charts.

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Trends and Commentary

Read our blog to learn more about what we find exciting in the asset management and fintech world.

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Browse between our latest posts:
FCA Publishes Final CCI Rules: What Firms Need to Know as Implementation Begins

By Diana Marks

1 day ago

SFDR 2.0: From Disclosure to Categorisation

By Diana Marks

19 days ago

iQuant Solutions at INREV Finance & Operations Seminar

By Diana Marks

1 month ago

Get in touch

Talk to our team about automating your fund data workflows with one unified platform.
Fast setup, full control, seamless compliance.

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Send us an email at

info@iquantsolutions.com