NeoXam Impress is a powerful investment reporting solution designed for asset managers, banks, and insurers. It automates client, regulatory, and internal reporting processes, delivering scalable, compliant, and visually rich reports. Impress centralizes data, streamlines workflows, and ensures accuracy and compliance across all reporting formats, from factsheets and pitchbooks to regulatory XML outputs.

Features

• Dynamic Factsheets: Generate investor-ready factsheets with key fund data, performance metrics, and portfolio breakdowns.
• Pitchbooks: Create tailored pitchbooks with live data, strategy highlights, and visuals for brand consistency.
• Annual Reports: Automate production of detailed fund performance and risk insights with full compliance.
• PRIIPs KID: Produce Key Information Documents with automated data updates and formatting.
• Regulatory Reporting: Simplify XML & CSV outputs for EMT, EPT, TPT, and national statistics with built-in compliance checks.
• Performance & Analysis: Deliver clear, visual performance reports and analytics for clients and internal teams.
• Digital Reporting: Interactive dashboards and widgets for allocation, contribution, and attribution analysis.
• Client Reporting Tools: Excel and PowerPoint integration, HTML template designer, and stylesheet management.
• Data Quality Controls: Validate data at document level for accuracy and compliance.
• Workflow Automation: Fully automated scheduling, collaboration, and version control for reporting processes.
• Document Storage & Dissemination: Store drafts and final versions with metadata; share via APIs, SFTP, and secure portals.
• Output Flexibility: Export reports in multiple formats (XML, CSV, XLS, PDF) from a single golden source database.

Benefits

• Compliance: Ensure regulatory adherence with automated validation and PRIIPs-compliant KIDs.
• Efficiency: Reduce manual effort with automated workflows and centralized data management.
• Customization: Create branded, tailored reports with flexible templates and styling options.
• Scalability: Handle complex reports up to 3,000 pages and adapt to growing reporting needs.
• Transparency: Maintain full audit trails, versioning, and traceability for regulators and stakeholders.
• Client Engagement: Deliver visually rich, interactive reports that enhance client experience.