Automated Regulatory Reporting for Asset Managers

Digital reporting platform automating SFDR and PRIIPs compliance at scale across investment funds, jurisdictions and languages

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Book a Demo

Streamline Your Reporting

Upload

Upload your investment portfolio through API or directly

Annual Report

Produce reports with automated texts, charts and tables

Translation

Instantly translate your new reports into +24 languages

Distribution

Disseminate final reports in HTML or PDF format

SFDR Reporting Solution

The EU's Sustainable Finance Disclosure Regulation (SFDR) standards took effect in 2021.

Qvonto provides a system for automated SFDR, PAI and EET reporting. The system secures auto-generated report production, integrated data and analytics, scalable for cross-border distribution in all languages, and with document overview, versioning, audit trail.

Qvonto partners with leading ESG data providers and integrates seamlessly. Watch this case video to see how the management company Fundmarket benefits.

Qvonto ESG Risk Monitoring™

Identify, assess, and manage ESG limits and risks

Secure a robust data foundation and systematic analysis

Automate monitoring of specific ESG risk limits

Conduct continuous risk limit analysis per fund

Read more
Read more

PRIIPs Reporting Solution

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

Qvonto provides a system for 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

  • “Regulatory reporting remain among the most critical challenges for the Luxembourg fund industry. Solutions like Qvonto directly address what we see as one of the number one pain points, enhancing structure, automation, and reliability into an increasingly complex and highly regulated environment.”

    Isadora Pardo
    Senior VP Industry Affairs
    ALFI - Association of the Luxembourg Fund Industry

  • “Launching private market funds at scale requires more than just great investment opportunities - it demands an operational framework that is both efficient and compliant. With Qvonto’s digital reporting solution, we can focus on bringing the best private equity funds to market, knowing that our regulatory reporting is fully automated and always up to date.”

    Steffen Pihlman
    Managing Partner
    ROYC Group

  • "At Wealth Fund Partners, we are committed to providing reliable and cost-effective fund administration without compromising on quality. Partnering with Qvonto allows us to automate a key part of our regulatory obligations while continuing to serve our clients with the transparency and accuracy they expect."

    Jesper Blok
    Chief Commercial Officer
    Wealth Fund Partners

  • “Innovation is essential for maintaining Luxembourg’s leadership in the global fund industry. By fostering collaboration between technology providers and financial institutions, we ensure that new solutions like Qvonto can strengthen the ecosystem and secure its position as Europe’s fund capital.”

    Alex Panican
    Deputy CEO
    LHoFT - Luxembourg House of Financial Technology

  • “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

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