Compliance solutions for financial institutions powered by AI

Generate instant EU regulatory SFDR and PRIIPs reports

Computed contents

90% automated - ready for review

Final regulatory documents

PRIIPS KIDs

EPT

EMT

UCITS KIID

SFDR

SFDR PAI reports

EET

Web disclosure

Qvonto in the press

The most automated & secure way to handle financial portfolios and regulatory reports

Automated production with system generated charts and texts in your corporate identity

Full document overview of all report types, languages and marketing country

One cloud interface that connects all departments to review efficiently

All regulatory reports available in 15+ languages for all individual markets

Automated dissemination to website and website disclosure in PDF and HTML formats

The entire lifecycle of analytics & regulatory documents in a single streamlined workflow

Manage all aspects of document texts, static data, dynamic data (.NAV data and proxy price time series), analytics calculations, document design, production and storage with one service in order to save time, increase quality, and grow your actual business. 

1

Data Integration

Real-time data integration & storage

2

Calculation

Automatic analytics

3

Translation

Document types, contents, designs, and maintenance

4

Production & dissemination

Production and
dissemination

5

Monitoring

Continuos monitoring

Smart features for your convenience

Our regulatory software is the most efficient way to stay compliant

Automated CalculationsRisk, performance scenarios and costs are calculated automatically

Automated Calculations

Risk and performance scenarios and costs are calculated automatically

One-Click ProductionWith one click our system will recalculate and produce documents ready for dissemination

One-Click Production

With one click our system will recalculate and produce documents ready for dissemination

24/7 Compliance MonitoringOur smart system automatically monitors analytics and keeps you notified

24/7 Compliance Monitoring

Our system automatically monitors analytics and keeps you notified

Designed DocumentsDocuments and reports are fully customizable to match your corporate branding

Designed Documents

Documents and reports are fully customizable to match your corporate identity

Smart VersioningAutomatic version management, to handle multiple versions and drafts simultaneously

Smart Versioning

Automatic version management, to handle multiple versions and drafts simultaneously

Accelerate ComplianceSimple and fast transition from UCITs KIIDs to PRIIPs KIDs

Accelerate Compliance

Easily create and update reports across funds, languages, and templates

Cloud-Based ApplicationCollaborate across teams and geographies, and work directly from your browser

Cloud-Based

Collaborate across teams and geographies, and work directly from your browser

Multilingual FriendlyOur system is multilingual friendly and supports documents in all languages

All Languages

Our services can produce documents in all languages

ScaleAs you grow your business our machines will automatically scale to match your needs

Scale

As your business grows our services will automatically scale to meet demand

6+ years production of regulatory documents and servicing 30+ investment firms in Europe

  • Secure adherence to new regulations and reduce compliance risk

  • Easy onboarding

  • Decrease your manual labor tasks

  • Lean and automated solution allowing for the lowest price per document

  • Always updated data, portfolio insights, and monitored documents

Want to learn more?