iQuant Solutions | Fund data Management & Reporting Automation

Control your fund data.Simplify your reporting.

Automated fund data reporting, delivered through a single, controlled platform.

iQuant Solutions helps financial institutions replace fragmented processes with structured, scalable, and auditable reporting workflows.

Make data simple.

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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.

ESG & SFDR Reporting and EET Automation

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.

UK CCI (Consumer Composite Investments)

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.

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.

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.

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.

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.

Factsheets & Document Production

Automated production of factsheets and other client-facing documents, supported by centralized data management, calculations, and a configurable report builder.

Get in touch

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

Data Management•Fund Reporting•Automation

Make data simple

Your fintech partner in data management and reporting.

Control your fund data.Simplify your reporting.