Viewpoints
AIFM & UCITS Directives: What You Need to Know
The publication of Directive (EU) 2024/927...
04/29/2025
NeoXam Impress Solution
Automated Digital, Client and Regulatory Reporting
NeoXam Impress delivers scalable, compliant, and visually rich reporting solutions—streamlining regulatory, client, and internal reporting for asset managers, banks, and insurers.
Reports produced with Impress
Factsheet
Generate dynamic factsheets with key fund data, performance metrics, and portfolio breakdowns—ready for quick investor distribution.
Pitchbook
Create tailored pitchbooks with live data, strategy highlights, and visuals—ensuring brand consistency and accuracy.
Annual Report
Automate annual reports with detailed fund performance, risk insights, and regulatory compliance—all in one place.
KID
Produce fully compliant PRIIPs Key Information Documents (KIDs) with automated data updates and formatting.
XML Reporting
Simplify regulatory reporting with automated XML outputs like EMT, EPT, and TPT—accurate and compliant by design.
Performance & Analysis
Deliver clear, visual performance reports and analytics for clients, investors, and internal teams.
Digital Reporting
Interactive data visualization and widget
Explain performance, show allocation, and highlight contributions with dynamic visuals and extra financial data.
- Compare with benchmarks
- Analyze performance, allocation, contribution, and attribution
- Split data by customizable axes of analysis
Client Reporting
Impactful documents that drive results
Create factsheets, pitchbooks, and custom reports with Excel and PowerPoint integration.
- Create data designs with an exclusive Data Report concept
- Utilize a user-friendly HTML template designer with stylesheet management
- Conduct data quality controls at the document level
Regulatory Reporting
Accurate and compliant complex reports
Produce annual accounts, KIDs with PRIIPs, and XML reports for full compliance.
- Design complex reports up to 3,000 pages
- Perform regulatory analytics with precise calculations tailored to regulations
- Apply regulatory validation rules
Data Oriented
- Output data report in any shape or form (APIs, XML,CSV,XLS, PDF, etc.)
- One database as golden source for all data & reports
- Data Quality checks
Design
- Translation & local reporting creation
- Customed templates & models
- Customed styles
Workflows
- Fully automated
- Flexible scheduling on demand report with latest data
- Organized collaboration across stakeholders
Document Storage
- Store documents generated (draft & final version)
- Versioning
- Easy search
- Metadata
Dissemination
- Data reports usable by 3rd party app’ & website (APO’s & SFTP)
- Reports storage & sending
Impressed by NeoXam Impress
Related insights
case study
How One Asset Manager Modernized Its Reporting Chain
Reporting automation for asset managers is critical...
Press Release
NeoXam, a global leader in Data Management, Performance Analytics, Investment Reporting, Reconciliation, and Valuation software,...
04/10/2025