Financial Services Advisory
We collaborate with leading financial services advisory firms to seamlessly meet their clients’ regulatory compliance needs. A partnership with Qvonto will enable you to provide your clients with precise and comprehensive SFDR and PRIIPs regulatory documents.
By leveraging our advanced SaaS solution, you can streamline the production of regulatory reports, ensuring accuracy, consistency, and timely delivery. This will empower your clients to maintain compliance effortlessly and allow you to allocate more time to other activities.
Streamline your reporting
Qvonto automates the production of SFDR reports, EET templates, PAIs, PRIIPs KIDs, EPT templates, EMT templates, and web disclosures. We provide reports in 24 languages, ensuring consistency across languages and templates.
Using Qvonto, our clients have produced over 25,000 documents and published thousands of regulatory reports without ever receiving a single remark from European authorities, achieving a 100% approval rate.
Our end-to-end solution includes integrated analytics, proxy and benchmark handling, controls and monitoring, and document publication. Onboarding is fast and guided by our regulatory specialists to ensure a smooth transition.
Learn more about how we help financial services advisory with regulatory reporting
Features to stay compliant
Our regulatory software is the most efficient way to stay compliant
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Automated calculations
Risk and performance scenarios and costs are calculated automatically
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One-click production
With one click, our system will recalculate and produce documents ready for dissemination
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24/7 compliance monitoring
Our system automatically monitors analytics and keeps you notified
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Your corporate design
Documents and reports are fully customizable to match your corporate visual identity
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Smart versioning
Automatic version management, to handle multiple versions and drafts simultaneously
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Cloud-based
Collaborate across teams and geographies, and work directly from your browser
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24 languages
Qvonto’s platform can produce and translate documents to 24 different languages
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Fully scalable
As your business grows, our services will automatically scale to meet demand
