SaaS Solution for Regulatory Reporting in the Financial Sector

Qvonto's software automates regulatory reporting for financial institutions, ensuring compliance with mandatory EU sustainability (SFDR) and retail investor protection (PRIIPs) regulations

Streamline Your Reporting Workflow

Upload

Upload your investment portfolio through API or directly (CSV, Excel, XML)

Annual Report

Produce reports with automated texts, charts and tables

Translation

Instantly translate your new reports into +24 languages

Distribution

Final reports in HTML or PDF format are ready for dissemination

SFDR Reporting Solution

The EU's new Sustainable Finance Disclosure Regulation (SFDR) standards took effect in January 2023.

In partnership with the leading ESG data provider, Matter, Qvonto offers a comprehensive SFDR reporting solution.

Watch this case video to see how the fund administration company Fundmarket benefits from this collaboration.

PRIIPs Reporting Solution

The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation took effect in January 2018.

At Qvonto, we ensure our clients' full compliance by automating the 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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Testimonials

  • “Qvonto ensures that all documents, in multiple languages, are updated so that investor material is of the highest standard. Further, Qvonto secures that we can maintain hundreds of documents with a minimum of resources.”

    Michael Seemann
    Director of Investment Products
    ThomasLloyd Group

  • “Operations, compliance and finance all work in one system to produce the SFDR reports, PAI Tables and EET templates. ESG metrics are directly incorporated in all reports - and there is consistency across - so we secure full compliance.”

    Nina Trolle Boldt
    Chief Executive Officer
    Fundmarket

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

Qvonto in the News