Fund Administration and
Management Companies

Qvonto streamlines regulatory reporting, allowing fund administration and management companies to scale operations efficiently. By automating 90% of manual reporting tasks, we enable fund administrators to focus on serving a broader client base while maintaining compliance and dedicating more time to value-added services.

“Operations, compliance and finance work together in Qvonto’s system to produce 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

Learn more about how we help fund admin. companies with regulatory reporting

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).

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

Explore other client categories

Asset Management Banking Pension & Insurance Financial Services Advisory

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