Automate Key Information Document (KID) Reporting with NeoXam Impress
Streamline regulatory workflows, scale operations, and meet EU compliance with confidence.
The Gold Standard for KID Reporting Automation
NeoXam Impress helps financial institutions produce compliant, multilingual Key Information Documents (KIDs) for PRIIPs in a timely, scalable manner, with complete auditability. Centralize your data, automate KID‑specific calculations, govern narratives across languages, and orchestrate approvals and dissemination from a single platform. Whether you operate in a single jurisdiction or across multiple entities and product ranges, our reporting solution standardizes the end-to-end process, allowing your teams to focus on oversight rather than manual fixes.
Include 5 unique selling points
Trusted by
Asset managers, insurers, banks, and service providers
End-to-end workflow
With roles, SLAs, and maker–checker controls
Over 50,000 KIDs
Processed monthly across 20+ jurisdictions
AWS-native architecture
Deploy on-premise or in the cloud
NeoXam’s Regulatory
Continuous compliance assurance via NeoXam’s Regulatory Watch team
Why KID Reporting is Critical to Regulatory Success
PRIIPs KIDs combine strict templates, evolving RTS guidance, and product‑specific narratives. Data must be curated, calculations must be traceable, and content must be consistent across languages, all under demanding deadlines. Manual steps create bottlenecks, introduce errors, and delay re‑issues when material changes occur.
- Ensure 100% compliance with evolving PRIIPs/UCITS mandates
- Drastically reduce manual workload and operational risk
- Accelerate delivery of localized KIDs across all EU markets
- Enhance investor trust with consistent, professional documents
The result is a controlled, repeatable process with transparent KPIs and rapid turnaround for re-issues.
Who are we addressing?
KID teams who need consistent quality, short production cycles, and easy change management. If you’re transitioning from UCITS to PRIIPs or expanding to more languages and distributors, this page is for you. Impress is equally suited to centralized operating models and distributed teams with local compliance needs.
Heads of Reporting
& Operations
Seeking predictable SLAs
Regulatory and
Compliance leads
Who require robust evidence (PRIIPs and UK PRIIPs)
Product, Data and
Technology owners responsible
For integrations and governance
Core Features Purpose-Built for KID Reporting
Our investment reporting solution is one platform for Client, Digital & Regulatory Reporting, with a dedicated KID capability set. It standardizes data ingestion, automates KID logic, and streamlines approvals, then publishes to every channel you need.
- Compliant Templates: Pre-configured layouts for PRIIPs and UCITS
- Multi-Language Output: 24 EU languages supported
- Automated Scenario Calculations: Risk, performance, and cost computations included
- Flexible Outputs: PDF, XML, and web formats for all stakeholder needs
- Robust Data Integration: Connect with internal APIs, CSV, Snowflake, Morningstar, and more
- Workflow Automation: Built-in SLA tracking, role-based access, version control, and audit logs
Feature Deep Dive of our KID Reporting
Key Benefits for financial institutions
By consolidating KID production on Impress, firms lower risk and costs while improving time-to-market. Teams gain visibility and can manage by exception using dashboards and proactive alerts.
Assured compliance
Lower operational risk
Reduced TCO
Faster time-to-change
Better stakeholder experience
KID Compliance with NeoXam Impress
Automate the creation and delivery of regulator-ready KIDs across Europe.
Can KIDs be tailored to individual markets or share classes?
Absolutely. Impress supports localized content and formatting per jurisdiction, fund, or class.
What happens when regulations change?
NeoXam updates templates and rules via our internal regulatory team, keeping your output compliant.
What systems and formats can we integrate with?
Impress supports APIs, CSV files, Snowflake, and vendor feeds like FactSet and Morningstar.
Is this suitable for non-technical staff?
Yes, Impress was built for business users, offering intuitive interfaces and guided workflows.
How quickly can we go live?
Typical go-live time is under 12 weeks with NeoXam’s implementation support.
Do you offer a fully managed service?
Yes. Impress is available both as SaaS and as a fully managed Reporting-as-a-Service.
How do integrations and data ingestion work?
Impress supports file and API ingestion for positions, prices, and reference data. It keeps raw inputs, calculated outputs, and published documents clearly separated for lineage. You can leverage connectors to translation providers and Office add-ins for governed last-mile edits without breaking traceability.
What security and governance controls are built in?
Role-based access (least privilege), full action logging, maker–checker approvals, and immutable audit logs are standard. Optional four-eyes controls can be enforced for sensitive steps, and exportable audit packs provide end-to-end evidence for regulators and internal audit.
What operating models are available?
Two: SaaS, where your team runs day-to-day production, and Managed Services / RaaS, where NeoXam operates production under your governance. Both models are elastic to absorb month-end spikes and re-issue events.
Automate KID Compliance with NeoXam Impress
Join leading financial institutions using NeoXam Impress to automate, scale, and optimize their KID reporting.