MiFID II

MiFID II strengthens the protection of investors through new requirements on product governance, while aiming to create safer, more transparent markets for all participants.

MiFID II

Software and Services

White Label Fact Sheets

White Label FactsheetsLIVE™ for Partners

Tax Calculator

Online calculator for inventory, purchases, and sales.

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team

Savings Plan Calculator

Help customers find the right plan with this online tool.

Model Portfolio Fact Sheets

Automatically create factsheets for fund portfolios.

Performance Contribution

Performance contribution transparency for your investors.

OTC KID Generator

Create PRIIP-KIDs for all your OTC products.

MiFID II Product Governance

Bring the right financial product to the right customer.

Fund Focus List

Display a list of key figures, fees, and portfolio data.

Fund Finder

Help customers easily identify the best investments.

Fund Fact Sheets

Individually designed factsheets, updated automatically.

FD Distributor

Publish and distribute fund data, reports, and portfolios.

Peer Group Report

Compare your fund in a customer-specific peer group.

Fund Comparison

Empower your customers to compare your funds.

CRM Integration ProviAM

Handle fund commissions without leaving your CRM

Fund Commissions

The premium software to settle your fund-related commissions

FactsheetsLIVE™ Manager

API-based fund integration for your websites and tools.

Equity Fact Sheets

Automate the generation of your shares and bonds fact sheets.

Dynamic Portfolio

Compile individual portfolios from any number of funds.

docRepository

Easily procure and provision all regulatory documents.

Commission Settlements BPO

Business process outsourcing of commission settlements

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