UCITS

FinSA, PRIIPs, KIDs, MiFID II, SFDR for ESG, WpHG, PIBs, UCITs KIIDs for funds, 6th AML Directive, Solvency II, IFRS 17, IORP II

UCITS

Software and Services

Model Portfolio Fact Sheets

Automatically create factsheets for fund portfolios.

KIID Service for Administrators

Create compliant Key Investor Information Documents — fast.

Fund Focus List

Display a list of key figures, fees, and portfolio data.

Fund Finder

Help customers easily identify the best investments.

Fund Fact Sheets

Individually designed factsheets, updated automatically.

FD Distributor

Publish and distribute fund data, reports, and portfolios.

FactsheetsLIVE™ Manager

API-based fund integration for your websites and tools.

docRepository

Easily procure and provision all regulatory documents.

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