Marketing and Regulatory report preparation service.
Save time and focus on your fund strategies. Let us automate your fund fact sheet creation process to improve regulatory oversight, reduce manual errors and optimize your internal resources.
Marketing Suite
- Factsheets
- Website widgets
- institutional reporting
- Sales presentation
- ESG Reporting
Regulatory suite
- PRIIP, KID, FIDLEG BIBs
- EMT, CEPT, EPT
- EET, SFDR, EU Taxonomy
- UCIT KIIDs
- Document hosting service
Other services
- Data warehouse
- Augmentation of data for benchmarking
Interactive Brokers integrators.
Integration services
As IB 3rd party integration partner, we can assist your company with integration aspects to your current back-office or CRM system for example. We can advise on the ways of integrating and the tools required. Our clients may only require to import data into their back-office to update their own accounts or their client accounts, produce reports and have online portfolios for their customers to view.
- Collaborate with fellow architects.
- Showcase your projects.
- Experience the world of architecture.
Governance Risk Compliance
Save time and focus on your fund strategies. Let us automate your fund fact sheet creation process to improve regulatory oversight, reduce manual errors and optimize your internal resources.
Governance
- Factsheets
- Website widgets
- institutional reporting
- Sales presentation
- ESG Reporting
Risk
- PRIIP, KID, FIDLEG BIBs
- EMT, CEPT, EPT
- EET, SFDR, EU Taxonomy
- UCIT KIIDs
- Document hosting service
Compliance
- Data warehouse
- Augmentation of data for benchmarking