Products EDM ARM Asset classes Regulations Mandates Outputs Insights About Request a demo
Frameworks

One platform, every mandate.

Detailed coverage of the mandates institutional investors face — from KID disclosures through to money-market returns — produced in the exact regulator format.

MANDATE → OUTPUTREADY
PRIIPs EPTCSV / XML
Solvency II QRTsXBRL
AIFMD Annex IVXML
SFDR PAITemplate
Mandates

Coverage across the regulatory map.

PRIIPs

PRIIPs KID / UCITS KIID / CCI

SRI, performance scenarios and cost disclosures with automated EPT export, UCITS KIID production and CCI scoring.

Start here
AIFMD

AIFMD Annex IV

Risk, leverage and exposure reporting for alternative investment funds in regulator-ready XML.

Ready
US & Operational

Form PF / Form ADV / OPERA

SEC Form PF and Form ADV private-fund reporting alongside OPERA operational templates, from one data model.

Ready
SII

Solvency II

Pillar III QRTs, SCR / MCR inputs and tripartite / TPT look-through templates.

Ready
SFDR

SFDR & ESG

Principal Adverse Impact statements and Article 8 / 9 disclosures from integrated ESG feeds.

Ready
MiFID

MiFID II

EMT production and MiFID II cost & target-market disclosures aligned to the EPT / EMT data spine.

On request
Prudential

CRD / CRR

Capital and prudential reporting inputs for in-scope institutions.

On request
ELTIF

ELTIF

European Long-Term Investment Fund disclosures and templated outputs.

On request
MMFR

Money Market Funds

Automated stress tests and periodic MMF regulatory returns.

Ready
Regional templatesCCARFRTB…and more
Integrations

Data feeds & sources.

Seamless integration with leading data providers and internal systems for comprehensive portfolio coverage.

LP data feeds

Fund administrator, custodian and limited-partner data with automated reconciliation.

ESG data

Multi-vendor ESG feeds from MSCI, Sustainalytics, Bloomberg and proprietary sources.

Market data

Real-time and end-of-day market data from Bloomberg, Refinitiv, ICE and others.

Global coverage

North America, Europe and Asia-Pacific with multi-currency support.

Workflow

From raw data to filed submission.

01

Ingest

Multi-source ingestion from custodians, administrators and market-data vendors into EDM — normalised and reconciled.

02

Compute

Valuation, risk and regulatory metrics across 21+ valuation methods and 50+ risk factors, every asset class.

03

Validate

Automated validation rules, completeness checks and a full audit trail flag exceptions before sign-off.

04

File

Submissions in the exact regulator format — EPT, Annex IV, QRTs, SFDR templates — ready to file.

Ready to file
Outputs

Regulator-ready, in the right format.

OutputFormat
PRIIPs EPTCSV / XML
UCITS KIIDPDF / data
AIFMD Annex IVXML
Form PFXML
Solvency II QRTsXBRL
SFDR PAI statementTemplate
Management dashboardsInteractive
MMF returnsRegulator portal
Integration Partners

Data, analytics and systems we integrate.

Market & reference data, risk analytics and ESG models — unified in one data model.

BloombergMSCIMoody’sS&P GlobalFitch RatingsFactSetRefinitiv
PreqinOracleYardiMurexSustainalyticsISS ESGICE
Next step

Talk to us about your reporting obligations.

Get in touch