A cloud-based Wealth Management Platform designed to automate and streamline all aspects of compliant investment advisory and reporting, from data creation to document distribution, tailored for financial service providers.

Key Features

Automated Investment Advisory Workflow

• Automates the creation, monitoring, and distribution of investment proposals and regulatory documents.
• Covers all steps from data collection to final reporting and document delivery.

Compliance Management

• Ensures adherence to EU MIFID II, PRIIPs, and SFDR regulations.
• Automatically generates required documents such as PIBs, PRIIP KIDs, and SFDR reports.

Performance and Risk Calculation

• Calculates performance, risk metrics, and costs for investment products.
• Provides transparent reporting to clients and regulators.

Integration and Flexibility

• Offers both graphical user interface (GUI) and application programming interface (API) access.
• Enables seamless integration with existing infrastructure and third-party reports.

Document Generation and Management

• Automates the production and monitoring of KID documents and EPT files.
• Centralizes document storage and distribution.

Benefits

Regulatory Compliance

• Reduces compliance risks by ensuring up-to-date adherence to financial regulations.
• Free updates for all regulatory changes.

Workload Reduction

• Automates repetitive and manual tasks, significantly reducing administrative workload.

Increased Transparency

• Enhances transparency for both internal teams and clients through clear reporting and documentation.

Customization and Integration

• Adapts to various business models and integrates easily with existing systems.