Simplifying PRIIPs SFDR and KID Reporting - Through Collaboration
Meeting PRIIPs requirements such as ESG SFDR and KID reporting need not be complex, manual or resource-intensive.
Qvonto provides a fully automated end-to-end PRIIPs reporting solution designed specifically for wealth- and asset managers that reduces the operational burden while ensuring accuracy, consistency and full regulatory compliance.
Performativ, a Wealth Management Platform provider, has partnered with Qvonto providing their clients with the Qvonto platform to make reporting even easier.
Automated Reporting — Ready from Day One
Performativ clients can be onboarded immediately. Once access is activated, users receive a welcome email and guided video walk through, enabling teams to begin producing regulatory reports without lengthy implementation projects or IT dependencies.
Our platform delivers one of the most automated reporting solutions on the market, including:
Fully integrated ESG data via established agreements with leading ESG data providers
An advanced analytics engine calculating more than 200 ESG metrics
Automated population of regulatory documents with data, charts, tables, and standardized regulatory text
Templates continuously updated to reflect the latest regulatory requirements — including upcoming SFDR updates
This allows teams to move from raw data to regulator-ready reports in just a few clicks.
Built for Scale, Accuracy, and Audit Readiness
Qvonto supports reporting across all product types and markets and ensures reports can be produced in all required languages.
Key capabilities include:
Document templates available in multiple languages
One-click translation of company texts, charts, and tables
Centralized document management with full version history and audit trails
By relying on one consistent data foundation and automated calculations, firms significantly reduce compliance risk and eliminate inconsistencies across documents, templates, and language versions.
Boost Your Business while Reduce Manual Work, Risk, and Cost
Replacing fragmented and manual workflows with one automated reporting platform delivers immediate operational benefits:
More than a 90% reduction in manual tasks related to report production
Reduced errors and lower compliance risk
Predictable and competitive pricing per document — including both reporting and ESG data
The result is secure compliance delivered efficiently and cost-effectively.
Clients in Benelux Have Seen Strong Advantages in Automating SFDR Reporting
Qvonto and Performativ began rolling out SFDR reporting last year to their first clients in the Benelux region. Early experiences clearly demonstrate how system automation has resulted in significant time and cost savings for asset managers.
“With the first Performativ clients we worked with in Benelux, we clearly saw the advantages of automation when conducting reporting for close to 15 individual pools. With the Qvonto system, we only needed to set up reporting for the first pool, after which the remaining reports could be produced fully automated and securely based on the individual portfolios,” says Christian Lysholm, CCO at Qvonto.
“One of the key differences was also that asset managers gained a fully data-driven reporting supported by solid ESG metrics, enabling performance and development across important ESG indicators such as CO₂ footprint, SDG alignment, and fossil fuel exposure to be fully documented and monitored,” adds Christian Lysholm.
Be Ready for the Upcoming SFDR Deadline
With the next SFDR and PAI reporting deadline approaching, now is the time to ensure your reporting setup is robust and automated.
Get started today to ensure full compliance ahead of the 30 June 2026 SFDR deadline.
