Automated Regulatory Reporting for Asset Managers and ManCos

Digital data, analytics & reporting platform automating SFDR and PRIIPs compliance at scale across investment funds, jurisdictions and languages

Streamline Your Data, Analytics and Reporting

Upload

Upload your investment portfolio, market values via backend (nightly) or frontend

Annual Report

Produce reports with automated data, analytics, texts, charts and tables

Translation

Instantly translate reports to +24 languages - as final reports

Distribution

Disseminate final reports in HTML or PDF format

Qvonto SFDR™ Reporting Solution

Qvonto provides an ESG system for automated ESG SFDR, PAI and EET reporting. The system secures auto-generated report production, integrated data and analytics, scalable for cross-border distribution in all languages, and with document overview, versioning, audit trail.

Qvonto partners with leading ESG data providers and integrates seamlessly. Watch this case video to see how the management company Fundmarket benefits.

Qvonto ESG Limit Monitoring™

Identify, assess, and manage environmental, social, and governance (ESG) risk factors and limits

Secure a robust ESG data foundation and systematic analysis

Automate required monitoring of specific ESG risk limits per investment fund product

Ensure good governance and Do No Significant Harm (DNSH)

Qvonto PRIIPs™ Reporting Solution

The current Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation took effect in 2023.

Qvonto provides a cloud system, with frontend and backend, for automating the the end-to-end production, monitoring, and publication of PRIIPs Key Information Documents (KIDs), European PRIIPs Templates (EPT), and European MiFID Templates (EMT).

How can we help you?

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Features to Stay Compliant

Our regulatory software is the most efficient way to stay compliant

  • Automated calculations

    Risk and performance scenarios and costs are calculated automatically

  • One-click production

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

  • 24/7 compliance monitoring

    Our system automatically monitors analytics and keeps you notified

  • Your corporate design

    Documents and reports are fully customizable to match your corporate visual identity

  • Smart versioning

    Automatic version management, to handle multiple versions and drafts simultaneously

  • Cloud-based

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

  • 24 languages

    Qvonto’s platform can produce and translate documents to 24 different languages

  • Fully scalable

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

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