Prepared for the future SFDR regulatory demands you'll report under, not just the one you report under today

The EU's revised SFDR 2.0 framework is already moving through the legislative process. Qvonto's platform is built to absorb that change — no re-platforming, no new implementation project.

Because SFDR 2.0 is no longer a proposal on paper — it's moving through trilogue, with the Council's negotiating position agreed and Parliament's vote underway. A new three-category system is set to replace today's Article 8/9 split, and firms that built their reporting stack around the current rules alone will face a re-implementation project when it lands. Qvonto's clients won't.

With the underlying data and analytics engine already optimized for SFDR reporting today, the transition to SFDR 2.0 is a template and categorization update on Qvonto's side — not a new integration on yours.

Tracking the process

Following the SFDR 2.0 legislative process as it develops

Always updated templates

Qvonto updates all templates and definitions as regulation change

Templates updated centrally

New categorisation logic rolled out once it's confirmed, for every client

No re-platforming

Same data foundation and workflow, before and after the transition

Future-proof compliance infrastructure, not a one-off project

No downtime at go-live

When SFDR 2.0 enters into force, reporting continues without a gap.

No new vendor selection

The transition happens inside the platform you already use and know.

The same fund and portfolio data supports current SFDR and the revised SFDR 2.0 framework.

One data model, both frameworks

Audit trail span the transition

Reporting history stays intact and traceable across both frameworks.

What's changing, in short

The EU's revised framework is expected to replace today's Article 8/9 split with three product categories.

Regulatory reporting remains among the most critical challenges for the Luxembourg fund industry. Solutions like Qvonto directly address structure, automation and reliability.
— Isadora Pardo — Senior VP Industry Affairs, ALFI

"Their digital reporting solution, deep regulatory expertise, and ability to provide documents in all languages enable us to serve investors confidently across all markets."

Jesper Frydensberg Rasmussen — CFO, Axcel

"We can focus on bringing the best private equity funds to market, knowing our regulatory reporting is fully automated and always up to date."

Steffen Pihlman — Managing Partner, ROYC Group

Talk to us about getting ready for SFDR 2.0