NeoXam PRIIPs
Stay compliant, save time, and reduce costs with NeoXam Impress. Our NeoXam PRIIPs Reporting 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 processes.
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.
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.
EPT (European PRIIPs Template)
- 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.
Quick Document Dissemination
Produce, review, and distribute PRIIPs documents faster than ever before, using our seamless workflows.
Reliable, Transparent Reporting with NeoXam
Gain full transparency over your Reporting process:
Advanced Calculation Engine
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.
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.
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.
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.