RegTech - Investment Product Documents
Automated and lean cloud services
This software service generates required information documents that are fully in accordance with new EU laws and regulations: UCITs KIID, PRIIPs KID, Mifid-II* a.o. The different information documents are required by law and are not marketing material, they provide important investment product information to retail investors.
Complete and Fast
We can onboard your companies within a few days if you have all necessary information readily available.
The work flow is optimised and efficient, only change information once in one single place - no duplication
Our services generate documents in .html and .pdf at high speed (instantly).
PRIIPs KID Analytics
We have the analytics for all the PRIIPs KID categories, and our calculation engine and complete document production solution are offered as a cloud-based Software as a Services and APIs.
We provide consulting services for interpretation and understanding of regulatory requirements.
Handling of benchmarks is also fully automatic: simply specify the weights of each benchmark for each relevant PRIIP and the system thereafter handles the rest.
It is multi company, umbrella, fund, subfund, shareclass, and multi marketing country and multi language
It is accessible through updated standard web-browser and via secure API.
Automated email alerts are sent when documents must change due to market risk or performance scenario changes.
Data communications and activities are (optionally) logged.
Riskdocuments.com is a member of OpenFunds.org to improve the quality and efficiency in the dissemination of fund information. Our system uses the field definitions and names of OpenFunds.org, a standard among leading financial institutions.