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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
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