MiFID II

MiFID II Services

docRepository Suite

docRepository

Regulatory Distribution Services.

docRepository Suite

PIB Service

Generate Product Information Sheets quickly and easily.

FactsheetsLIVE™ Suite

FactsheetsLIVE™ Direct API

HAPI-based fund integration for your websites and tools.

FactsheetsLIVE™ Suite

FactsheetsLIVE™

Automated delivery of daily updated, interactive fund factsheets and web components.

FactsheetsLIVE™ Suite

ESG Factsheets

Your ESG marketing material surrounding the regulatory required documents

FactsheetsLIVE™ Suite

Equity Factsheets

Automate the generation of your shares and bonds factsheets

FactsheetsLIVE™ Suite

Fund Comparison

Enable your customers to compare your funds.

FactsheetsLIVE™ Suite

Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

FactsheetsLIVE™ Suite

Performance Contribution

Performance contribution transparency for your investors

FactsheetsLIVE™ Suite

Savings Plan Calculator

Help customers find the right plan with this online tool

FactsheetsLIVE™ Suite

Tax Calculator

Online calculator for inventory, purchases, and sales

FactsheetsLIVE™ Suite

Peer Group Report

Compare your fund in a customer-specific peer group

Financial Services App Suite

Financial Services App (CRM)

An out-of-the-box custom solution

Financial Services App Suite

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team

OTC KID Generator

Create PRIIP-KIDs for all your OTC products

MiFID II Product Governance

Bring the right financial product to the right customer

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

Skip the line, talk to sales

Skip the line, talk to sales

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.

Skip the line, talk to sales

Skip the line, talk to sales

Stay up to date with our latest news