Regulatory Reporting Software for Asset Managers, Banks, and Insurers
Regulatory reporting is more complex than ever, with firms under pressure to produce detailed, multi-jurisdictional reports across Europe, the US, and Asia.
Reporting for Today’s Rules and Tomorrow’s Changes
Regulatory reporting is more complex and demanding than ever, with financial institutions under pressure to deliver detailed, multi-jurisdictional reports across Europe, the US, and Asia, under evolving rules and increasing scrutiny. From PRIIPs and UCITS to global frameworks and jurisdiction-specific mandates, the pace and precision required make manual processes and legacy systems unsustainable.
Impress by the Numbers
Regulatory Reports Generated Annually
PRIIPs Calculations Per Month
Regulatory Jurisdictions Covered
Funds and Share Classes Managed
Pages per Report Supported
Built for Scalable, Global Regulatory Reporting
NeoXam Impress is purpose-built for institutions operating across multiple jurisdictions and regulatory regimes. It centralizes regulatory reporting operations on a single, scalable platform, supporting EU, US, and Asia-Pacific requirements with flexibility and precision.
PRIIPs KID Generation
Automate KID creation for all share classes, including cost breakdowns, SRI, and performance scenarios (RTS-compliant, Version 2.0).
Template Automation
Generate and distribute EMT, EPT, and CEPT files for MiFID and PRIIPs compliance.
UCITS & AIFMD Reporting
Produce annual accounts, risk disclosures, and liquidity tools in formats required by CSSF, AMF, BCL, BaFin, and more.
Solvency II & SFDR
Deliver insurer-ready reports and ESG disclosures with built-in validation and audit trails.
XML & XBRL Reporting
Cover AIFMD, SFTR, MiFID II, MMF, UCITS, and Solvency II using region-specific formats.
Why Financial Institutions Choose NeoXam Impress
End-to-End Automation
Impress automates the entire regulatory reporting lifecycle—from data ingestion and validation to document generation and dissemination. Built-in connectors with NeoXam DataHub and GP ensure seamless integration with your existing architecture.
- Multi-source data ingestion
- Automated calculations for PRIIPs, UCITS, and AIFMD
- Workflow orchestration and SLA tracking
- Audit-ready version control and traceability
Multi-Format Output
Generate reports in PDF, Excel, XML, and HTML. Impress supports multilingual output and jurisdiction-specific templates, ensuring your reports are always compliant and ready for regulators.
White-Labeled Dissemination
Distribute reports through Impress’s secure, white-labeled portal or via automated email and FTP workflows. Clients and regulators receive the proper documents, in the correct format, at the right time.
Impress supports over 25 jurisdictions
and generates more than 250,000 reports annually
At the heart of NeoXam’s regulatory reporting excellence is its dedicated Regulatory Watch team. This cross-functional group continuously monitors global regulatory developments, from EU and national regulations (PRIIPs, UCITDS, and AIFMD to ESG and Solvency II…) and translates them into actionable product updates. The team not only tracks and analyzes regulatory changes but also collaborates closely with R&D and product teams to ensure timely implementation within the Impress platform. Their proactive approach helps clients stay ahead of compliance requirements, reduce legal risk, and confidently navigate an ever-evolving regulatory landscape.
- PRIIPs (EU)
- UCITS KIID
- AIFMD Annex IV
- Solvency II QRTs
- SFDR Templates
- EMT, EPT, CEPT
- eCDF (Luxembourg)
- National Statistics (France)
NeoXam Impress makes regulatory reporting effortless
An automated reporting platform built to handle evolving regulations across jurisdictions with accuracy, scalability, and full auditability.
What is PRIIPs reporting?
PRIIPs (Packaged Retail and Insurance-based Investment Products) reporting involves the creation of Key Information Documents (KIDs) that outline investment risks, costs, and performance scenarios. NeoXam Impress fully automates KID production in line with EU and UK regulations, ensuring compliance and accuracy.
Can NeoXam Impress be used for both regulatory and client reporting?
Yes. Impress is a unified platform that supports regulatory reporting (e.g., PRIIPs, UCITS, AIFMD, Solvency II) as well as client-facing and marketing reports. It enables you to generate reports in PDF, Excel, HTML, and PowerPoint formats, complete with full branding and localization.
Do users need technical skills to use Impress?
Not at all. Impress is designed with a no-code interface that empowers business users to manage templates, workflows, and report production without IT involvement. This makes it ideal for compliance teams, operations, and marketing departments alike.
What types of regulatory reports can Impress generate?
Impress supports a wide range of regulatory reporting requirements, including:
- PRIIPs (EU)
- UCITS KIID
- AIFMD Annex IV
- Solvency II QRTs
- SFDR Templates
- EMT, EPT, CEPT
- eCDF (Luxembourg)
- National Statistics (France)
How does Impress ensure compliance with evolving regulations?
NeoXam’s dedicated Regulatory Watch team continuously monitors regulatory changes across jurisdictions. These updates are translated into product enhancements and template updates within Impress, ensuring clients remain compliant without manual intervention.
Can Impress handle multi-jurisdictional reporting?
Yes. Impress is built to support over 25 jurisdictions and can manage more than 250,000 reports annually. It accommodates jurisdiction-specific templates, languages, and regulatory logic, making it ideal for global institutions.
What formats does Impress support for report output?
Impress supports multi-format output including PDF, Excel, XML, and HTML. Reports can be generated in multiple languages and customized to meet branding and regulatory requirements.
What kind of support does NeoXam offer for regulatory reporting?
NeoXam provides end-to-end support through its Managed Services and Reporting-as-a-Service (RaaS) offerings. Clients can choose to operate Impress in-house or outsource the entire reporting process to NeoXam experts.