Automating Regulatory Reporting for
Pension & Insurance

Managing Third-Party Investment Products with Ease
Unlike asset managers, who create and sell their own investment funds, pension and insurance providers often distribute third-party investment products, such as funds from BlackRock or other asset managers. While these funds come with existing PRIIPs KIDs, SFDR reports, and other compliance documents, they are typically designed in the asset manager’s corporate branding. Pension and insurance firms often need to reformat these documents into their own corporate design, a process that is traditionally manual and time-consuming.

Fully Automated Unit-Linked Product Solution
Our unit-linked product solution fully automates this transformation. Qvonto’s technology takes existing PRIIPs KIDs, SFDR reports, fact sheets, and other regulatory documents and seamlessly converts them into a firm’s corporate branding and regulatory reporting format. This eliminates the need for manual copy-pasting, ensuring efficiency, accuracy, and compliance across all jurisdictions.

Automated Updates, Compliance, and Calculations
Beyond document rebranding, Qvonto also provides automated updates, version control, and multilingual support, ensuring firms can maintain up-to-date compliance across multiple regions. Additionally, we handle all required calculations and can perform re-calculations as needed, ensuring that all financial data remains accurate and fully compliant with regulatory standards.

Scalable and Efficient SaaS Compliance Solution
By leveraging our fully automated SaaS platform, pension and insurance providers can reduce manual effort, improve operational efficiency, and ensure regulatory compliance with minimal internal resources.