What is Qvonto’s Software All About?
Qvonto’s software is designed to automate regulatory reporting for asset and wealth managers. It’s all about making sure compliance with mandatory EU sustainability and retail investor protection regulations is not just a checkbox, but a smooth, streamlined process. Whether you’re dealing with complex data or tight deadlines, Qvonto steps in to simplify the whole reporting journey.
The Main Benefit: Streamline Your Reporting
Imagine uploading your investment portfolio effortlessly—either through an API or by directly importing files like CSV, Excel, or XML. That’s just the start. Qvonto’s platform then takes over to produce reports packed with automated texts, charts, and tables. And here’s the kicker: these reports can be instantly translated into over 24 languages. Final reports? Delivered in HTML or PDF format, ready to share without any extra hassle.
- Upload portfolio via API or CSV, Excel, XML
- Automated generation of texts, charts, and tables
- Instant translation into 24+ languages
- Final reports available in HTML or PDF
SFDR Reporting Solution: Keeping Up with EU Standards
The Sustainable Finance Disclosure Regulation (SFDR) came into force in 2021, with even more detailed Level 2 requirements rolling out in 2023. Qvonto partners with top ESG companies and integrates seamlessly with any ESG data provider you prefer. This means meeting SFDR standards isn’t a headache anymore—it’s just part of the workflow.
PRIIPs Reporting Solution: Compliance Made Easy
Since 2018, the Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation has been a must-follow. Qvonto automates everything—from producing and monitoring to publishing PRIIPs Key Information Documents (KIDs), European PRIIPs Templates (EPT), and European MiFID Templates (EMT). It’s compliance, but without the stress.
Features That Keep You Compliant, Always
Qvonto’s platform is packed with features designed to keep compliance smooth and worry-free:
- Automated calculations for risk, performance scenarios, and costs
- One-click production to recalculate and generate documents instantly
- 24/7 compliance monitoring with automatic analytics and notifications
- Customizable documents to match your corporate design
- Smart versioning to manage multiple drafts and versions simultaneously
- Cloud-based collaboration across teams and locations
- Support for 24 languages for document production and translation
- Fully scalable services that grow with your business
Qvonto’s Impact on Sustainable Finance and Investor Protection
- Supports Sustainable Development Goal (SDG) 12: Responsible Consumption and Production
- Aligns with SDG 16: Peace, Justice, and Strong Institutions through regulatory compliance
- Contributes to SDG 17: Partnerships for the Goals by collaborating with ESG data providers
- Enhances transparency and accountability in financial markets
Qvonto in the News
Qvonto has been making waves in the financial tech space, with numerous news articles highlighting its innovative approach to regulatory reporting. These stories showcase how the platform is transforming compliance for asset and wealth managers across Europe. For those interested, a quick click leads to the latest updates and insights on Qvonto’s journey and achievements.
