KIIDs

Fully automated production and distribution

Reporting as a Service fully automates the annual production and ad-hoc re-production of KIIDs.

Assured Accuracy

Automated data validation routines ensure that Reporting as a Service only produces KIIDs that are complete and accurate, at scale.

Cost Effective and Efficient

The pay-per-use model allows firms of all sizes to fully automate the end to end KIID production and distribution processes.

Automated Report Scheduling

Annual report scheduling and automated triggering of KIID refreshes means that end-year and intra-year updates cannot be missed.

Full Audit Trail

Each KIID is supported by a full audit trail.

Complete Coverage

Our report templates dynamically flex and adapt to produce KIIDs for each fund, shareclass, region and language required, at scale.

Regulations

Exception based processes and clear user dashboards reduce business risk and ensure compliance with the Regulations.

“The fixed set-up costs and the pay-per-use model are perfect for small and medium sized organisations who can not necessarily justify or afford the cost and risk of running a large client reporting implementation project.”

Dr Allan Chapman

Chief Technology Officer, CCLA

Visit our solution pages to discover the features and benefits of Reporting as a Service.

Fund Factsheets
Investment Reporting
Commentary Management
Content Aware Reports
Future-proof your Client and Fund Reporting

We’d like to get to know you better.

If you have any questions regarding our Reporting as a Service solution, please let us know by clicking the button below. Is your firm currently facing any particular ‘pain points’ with your existing client and fund reporting system? We would be happy to arrange a call or meeting to discuss them in greater detail and explain how our cloud-based reporting solution may be the answer.