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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

Discover the right solution for you.

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Skip the line, talk to sales

Discover the right solution for you.

get in touch
MiFID II Services

Unlock streamlined access to all regulatory documents effortlessly

PIB Service

Generate Product Information Sheets quickly and easily


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

FactsheetsLIVE™ Direct API

HAPI-based fund integration for your websites and tools

ESG Factsheets

Your ESG marketing material surrounding the regulatory required documents

Equity Factsheets

Automate the generation of your shares and bonds factsheets

Fund Comparison

Empower your customers to compare your funds

Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

Performance Contribution

Performance contribution transparency for your investors

Savings Plan Calculator

Help customers find the right plan with this online tool

Tax Calculator

Online calculator for inventory, purchases, and sales

Peer Group Report

Compare your fund in a customer-specific peer group

Financial Services App (CRM)

An out-of-the-box custom solution

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