Automated Regulatory Reporting for Asset and Wealth Managers
Qvonto's software automates regulatory reporting for asset and wealth managers, ensuring compliance with mandatory EU sustainability and retail investor protection regulations.
Streamline Your Reporting
Upload your investment portfolio through API or directly (CSV, Excel, XML)
Produce reports with automated texts, charts and tables
Instantly translate your new reports into +24 languages
Final reports in HTML or PDF format are ready for dissemination
SFDR Reporting Solution
The EU's Sustainable Finance Disclosure Regulation (SFDR) standards took effect in 2021, with additional Level 2 requirements implemented in 2023.
Qvonto partners with leading ESG companies and integrates seamlessly with any ESG data provider to meet your needs.
Watch this case video to see how the fund administration company Fundmarket benefits from our integration with Nasdaq-backed ESG data and analytics provider Matter.
Søren Larsen
Senior Partner
QESG Advisory
“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.”
PRIIPs Reporting Solution
The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation took effect in 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).
How can we help you?
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Testimonials
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“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 -
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“Operations, compliance and finance all work in one system to produce the 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
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
