Automated Marketing and Regulatory Reporting
From raw data to document generation without manual intervention
Leverage the Centralised Golden Source For all your reporting needs
Benefit from our data management capabilities as the starting point for insightful reports, including regulatory reporting and marketing documentation.
Data Integration
We streamline and automate data collection and standardization, converting diverse sources into a uniform format for easier exploration and applications.
Integrated Analytics
Benefit from our advanced analytics and signals library to feed compliance, performance and risk measures that is directly fed in your documention.
Regulatory Reporting Made Simple
Enhance the creation of complex regulatory reports with ease, ensuring compliance with evolving standards and regulations.
Customizable and Flexible
Tailor your reports to meet specific stakeholder needs with flexible, customizable reporting options.
Benefit from an Integrated Reporting Solution
Data Integrity
Provides a single, accurate view of your portfolio and cash data by eliminating discrepancies and errors.
Operational Efficiency
Automates and streamlines the reconciliation process, significantly reducing manual effort and operational costs.
Risk Reduction
Minimises the risk of misreporting by ensuring data accuracy across portfolios and systems.
Flexibility and Growth
Adapts to your evolving data management needs, supporting the integration of new data sources and the expansion of your operations.
Leverage Our Partners
Our partnership with Clarity AI and Kneip allow you to leverage our technology and have a single access for: Factsheet, Priips, Kiids, AIFMD, SFDR, EU Taxonomy and more