Automated Regulatory Reporting for Financial Advisory Firms
We collaborate with leading financial services advisory firms, including Big Four firms such as PwC, as well as ESG advisory firms like QESG, to seamlessly address their clients’ regulatory compliance needs. A partnership with Qvonto ensures that advisory firms can provide their clients with precise and comprehensive SFDR and PRIIPs regulatory documents, streamlining compliance while maintaining the highest standards.
“When I joined QESG as a partner, one of the first things I did was reach out to Qvonto, whose proven IT solution for regulatory reporting surpasses conventional practices in the investment industry. Having been involved in setting up SFDR disclosures for more than 300 funds, I’ve gained extensive hands-on experience with the administrative burdens of SFDR. If I had only had access to Qvonto’s system back then, with its flexible tools for implementing SFDR efficiently, it would have drastically reduced the time and effort involved for us.”
Søren Larsen
Senior Partner
QESG
Streamline your reporting
Enhancing Efficiency with Automation
By leveraging our advanced SaaS solution, financial services advisors can drastically increase efficiency by automating 90% of the compliance documentation process. This allows consultants to take charge of the compliance process while significantly increasing their capacity to produce more reports. With the operational workload reduced, advisors can focus on strategic compliance work, ensuring that clients receive not just accurate reporting but also deeper regulatory insights and tailored compliance strategies.
Comprehensive Regulatory Document Production
Qvonto automates the production of essential regulatory documents, including SFDR reports, EET templates, PAIs, PRIIPs KIDs, EPT templates, EMT templates, and web disclosures. With support for 24 languages, we ensure uniformity across different regulatory frameworks and jurisdictions. Our clients have produced over 25,000 documents and published thousands of reports without a single remark from European authorities, achieving a 100% approval rate.
A Scalable End-to-End Solution
Our end-to-end solution includes integrated analytics, proxy and benchmark handling, compliance controls, real-time monitoring, and automated document publication. With fast onboarding led by our regulatory specialists, we ensure a seamless transition for financial services advisory firms and their clients, making compliance management more efficient and scalable.
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
