Compliance solutions for financial institutions powered by AI
Generate instant EU regulatory ESG SFDR and PRIIPs reports
Computed contents
90% automated - ready for review
Final regulatory documents
PRIIPS KIDs
EPT
EMT
UCITS KIID
SFDR
SFDR PAI reports
EET
Web disclosure
Qvonto in the press
The most automated & secure way to handle financial portfolios and regulatory reports
Automated production with system generated charts and texts in your corporate identity
Full document overview of all report types, languages and marketing country
One cloud interface that connects all departments to review efficiently
All regulatory reports available in 15+ languages for all individual markets
Automated dissemination to website and website disclosure in PDF and HTML formats
The entire lifecycle of analytics & regulatory documents in a single streamlined workflow
Manage all aspects of document texts, static data, dynamic data (.NAV data and proxy price time series), analytics calculations, document design, production and storage with one service in order to save time, increase quality, and grow your actual business.
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Real-time data integration & storage
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Automatic analytics
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Document types, contents, designs, and maintenance
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Production and
dissemination
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Continuos monitoring
Smart features for your convenience
Our regulatory software is the most efficient way to stay compliant
Automated Calculations
Risk and performance scenarios and costs are calculated automatically
One-Click Production
With one click our system will recalculate and produce documents ready for dissemination
24/7 Compliance Monitoring
Our system automatically monitors analytics and keeps you notified
Designed Documents
Documents and reports are fully customizable to match your corporate identity
Smart Versioning
Automatic version management, to handle multiple versions and drafts simultaneously
Accelerate Compliance
Easily create and update reports across funds, languages, and templates
Cloud-Based
Collaborate across teams and geographies, and work directly from your browser
All Languages
Our services can produce documents in all languages
Scale
As your business grows our services will automatically scale to meet demand
6+ years production of regulatory documents and servicing 30+ investment firms in Europe
Secure adherence to new regulations and reduce compliance risk
Easy onboarding
Decrease your manual labor tasks
Lean and automated solution allowing for the lowest price per document
Always updated data, portfolio insights, and monitored documents