Detailed coverage of the mandates institutional investors face — from UCITs/PRIIPs KIDs disclosures through SFDR — produced in the exact regulatory format.
Automated regulatory reporting for all the mandates institutional investors face: PRIIPs/KIDs, UCITs/KIID, Solvency II, AIFMD, MiFID II, Form PF, CRD/CRR, OPERA, and SFDR — alongside multi-vendor ESG integration with portfolio-level monitoring, dashboards and sustainability-aligned analytics.
SRI, performance scenarios and cost disclosures with automated EPT export, UCITS KIID production and CCI scoring.
Pillar III QRTs, SCR / MCR inputs and tripartite / TPT look-through templates.
Capital and prudential reporting inputs for in-scope institutions.
Risk, leverage and exposure reporting for alternative investment funds in regulator-ready XML.
SEC Form PF and Form ADV private-fund reporting alongside OPERA operational templates, from one data model.
Principal Adverse Impact statements and Article 8 / 9 disclosures from integrated ESG feeds.
EMT production and MiFID II cost & target-market disclosures aligned to the EPT / EMT data spine.
European Long-Term Investment Fund disclosures and templated outputs.
Automated stress tests and periodic MMF regulatory returns.
| Output | Format |
|---|---|
| PRIIPs EPT | CSV / XML |
| UCITS KIID | PDF / data |
| AIFMD Annex IV | XML |
| Form PF | XML |
| Solvency II QRTs | XBRL |
| SFDR PAI statement | Template |
| Management dashboards | Interactive |
| MMF returns | Regulator portal |
Market & reference data, risk analytics and ESG models — unified in one data model.