Fully automated production and distribution
Reporting as a Service fully automates the annual production and ad-hoc re-production of KIIDs.
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.
Our report templates dynamically flex and adapt to produce KIIDs for each fund, shareclass, region and language required, at scale.
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.”
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.