Effortless PRIIPs Compliance
& Reporting
Stay compliant, save time, and reduce costs with NeoXam Impress. Our PRIIPs solution simplifies regulatory reporting by automating document creation, calculations, and data integration. Whether you're managing evolving regulations or tight deadlines, NeoXam Impress is the trusted solution to streamline your reporting process.
The NeoXam PRIIPs Advantage
Complete Compliance, Simplified
Meet all PRIIPs and MiFID II regulatory requirements effortlessly. Our advanced solution provides:
- Full Regulatory Alignment: Stay on top of ever-evolving PRIIPs regulations and MiFID II standards.
- Accurate Calculations: Generate precise costs, SRI, and performance data using our advanced calculation engine.
- High-Quality Data: Ensure data consistency and accuracy across all documents and reports.
Reduce the Burden of Compliance
NeoXam Impress automates complex calculations, document generation, and data validation, so you can focus on delivering results, not paperwork.
Quick Dissemination
Produce, review, and distribute PRIIPs documents faster than ever before, using our seamless workflows.
Comprehensive PRIIPs Document Generation
Generate and manage all key regulatory documents in one place.
- KID (Key Information Document):Easily create KIDs for all your share classes in line with PRIIPs regulations.
- Share essential data with insurers, ensuring complete transparency for underlying funds.: Share essential data with insurers, ensuring complete transparency for underlying funds.
- EMT (European MiFID Template): Deliver MiFID II-related data, ensuring distributors have full visibility into costs, charges, and target markets.
- HTML Reporting: Automatically create web pages showcasing fund performance, SRI, and scenarios—perfect for investor-facing websites.
Reliable, Transparent Reporting with NeoXam
Gain full transparency over your reporting process.
- Advanced Calculation Engine with clear audit trails: Trust in precise and accurate PRIIPs calculations every time, with detailed breakdowns of costs and performance metrics. Every report includes a complete audit trail, ensuring compliance and accountability at all levels.
- Efficient Priips Narrative: Automates text management in KIDs, ensuring compliance with length constraints even during translations, eliminating manual adjustments
- Detect Material Changes: Enables threshold definition for cost changes, detects updates requiring KID production (cost/perf/SRI), and provides dashboards for validating changes and managing published KPIs efficiently.
- Customizable and Clear KID Reporting: Benefit from a powerful KID designer, blending compliance with visual identity. Create tailored reports to meet both internal and client-specific needs, enhancing transparency and decision-making.
Stay Audit-Ready
Detailed calculation audits ensure you can respond to regulatory queries with confidence and clarity.
Built for Modern Compliance Needs
From data integration to secure dissemination, NeoXam Impress simplifies every step of the PRIIPs reporting process.
Seamless Integration and Distribution
NeoXam Impress integrates effortlessly with your existing systems, providing complete flexibility in how you manage and distribute your reports.
- Flexible Data Integration: Easily pull data from multiple sources, ensuring your PRIIPs reports are always up to date. Choose to integrate raw or calculated data according to your needs (costs/perf/SRI).
- Streamlined Monitoring: Facilitates tracking calculation production with workflows, simplifying processes, and empowering reporting officers to oversee and ensure timely document delivery, even with detected material changes.
- Effortless Document Dissemination: Distribute documents via email, SFTP, or API, with secure encryption and flexible options for file manipulation (zip, concatenate, etc.). Define your own rules of dissemination according to your clients' needs.
NeoXam Impress in Action: See How It Works
NeoXam Impress PRIIPs solution is trusted by leading financial institutions to manage their regulatory reporting. Our user-friendly interface, advanced calculation engine, and customizable workflows make compliance easier than ever.
What is NeoXam Impress’ solution for PRIIPs?
NeoXam Impress offers an automated PRIIPs reporting solution that simplifies regulatory obligations for retail investment products in European markets. It streamlines document creation, advanced calculation (e.g. costs, performance, SRI), data integration, and distribution.
How does Impress ensure compliance with regulation?
It meets the requirements of both PRIIPs regulation and MiFID II, staying current with evolving regulatory frameworks. A powerful calculation engine generates accurate Key Information Documents (KIDs), European MiFID templates (EMT), and other mandatory outputs.
What products and document types does it cover?
Impress produces a full range of regulatory product documentation, including:
- KIDs for each share class
- European MiFID templates (EMT/EPT)
- Performance disclosures (HTML)
- Regulators-facing XML reports.
How are data quality and transparency ensured?
Through automated data validation, centralized workflows, and audit-ready calculation trails. It showcases clear breakdowns of costs, key features, and scenario-based performance, enhancing investor understanding.
Does Impress adapt to changing market standards?
Yes. It includes threshold monitoring to detect material changes (costs, performance, SRI), aiding firms in spotting updates that trigger new KIDs. Real-time workflows and dashboards support efficient compliance.
Can Impress be customized for branding and product identity?
Absolutely. Users can design KIDs that reflect their brand identity and apply personalized templates. Documents are available in HTML or XML formats to match investor-facing or distribution platform needs.
How are KIDs and reports disseminated?
Impress supports multiple methods, including email, SFTP, or API, with encryption, zipped/concatenated file options, and distribution rule configuration.
Is Impress compatible with UCITS products?
Yes, it supports UCITS in alignment with PRIIPs mandates, ensuring consistent KID generation and format across UCITS and other retail products.
How does Impress help combat financial crime or misuse?
By enforcing structured workflows, calculation audit trails, and transparent regulatory documentation, Impress reduces the risk of data manipulation and ensures accountability at every stage.
What integration options are available for existing systems?
Impress offers flexible data integration, allowing you to ingest raw or calculated data from multiple sources. Your teams can monitor and validate calculations through its workflow engine and embed reporting capabilities via APIs.
NeoXam Impress in Action: See How It Works
NeoXam Impress PRIIPs solution is trusted by leading financial institutions to manage their regulatory reporting. Our user-friendly interface, advanced calculation engine, and customizable workflows make compliance easier than ever.