High quality standard data is the foundation of quant modelling, client servicing, and reporting.
A systematic solution is essential to meet the increasing complexity and frequency of disclosure obligations.
Technology is the key to success for the future leaders of the asset management industry.
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.
Production of the EPT template and PRIIPs KID documents including calculations. Disclosures of historical performance and previous performance scenarios.
Production of the EET template including calculations. Provision of pre-contractual and periodic SFDR documents as well as website disclosures.
Production of the EMT template. Management of static data, target market classifications, cost & charges as well as transaction cost calculations.
Management and dissemination of static, dynamic, and position data points to distributors, platforms and data vendors in various 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).
Access your data anytime anywhere through our secure online platform. Managing fund data and report production at your fingertips.Learn more