Database

Fund management is as much a matter of figures and finance as it is of laws and documents. A digital solution built for fund managers must accommodate this variety of document and data types. Therefore, our database is MongoDB so that we can fully support all the various types of documents and data you will need or receive as part of your day to day fund management activities.

Add-on Platform

Our platform kernel functions as a socket for in-house developed modular solutions, meaning users do not have to onboard their information for each module, but all the information previously entered and archived will be available throughout the platform's functionality.

Natural Language Processing

Our solutions apply novel Natural Language Processing techniques to optimize data extraction and interpretation from a variety of regulatory documents, in order to derive compliant wordings in line with regulatory requirements.

In-House Development

We do not outsource the development of our solutions, meaning the industry professionals who design our solutions are also those coding it. This removes the risk of "translation error" between different layers of staff and it provides for an agile approach in dealing with your requests.

Developed by Industry Professionals

Our solutions cater to the specific needs and requirements of each regulatory text they intend to cover. Our team's experience in regulatory finance helps us to optimize the shape of each solution in order for it to fit European fund managers and their processes.

Process Library

Many digital solutions rely on the user to define a process. We believe that when a process is determined by regulation, the purpose of a digital solution is to tell you what to do, rather than optimising how you do it. Therefore our solutions target specific regulatory regimes and translate the regulatory requirements into pre-determined, readily available, processes for you to be used.

One stop KID production

Approach the deadline with ease and have access to a speedy and scalable production process. Our solution covers the entire lifecycle of your PRIIPs, from production to monitoring, translating and archiving your KIDs.

Translations

Are you selling your product in multiple jurisidictions and different languages? We've got your back.

Complete KID document including Narratives

Our solution harvests data from multiple sources, including legal documents, and delivers a fully compliant KID.

Automated monitoring

Let our solution do the job and provide you with recurring updates along the way.

User Platform access
with chat function

Experience unprecedented support by knowledgeable professionals.

built by regulatory experts

A team of quantitative and legal professionals with a passion for automation.

Dashboard

Overview of all your produced KID documents

Monitoring

Your exisiting KID documents are being monitored on a monthly basis

Validation

Each KID goes through a validation process before being disseminated

Audit Trail

All current and previous versions are available for audit purposes

Notification Dashboard

Your notification dashboard keeps you in control

Year End Deadline


All UCITS sold to retails investors within the EU/EEA will be required to produce a PRIIPS KID as of January 1st 2023

Outsource to FundRisQ and approach the deadline with ease

Our Packages

Basic full
PRIIPS KID document incl. Narratives check mark check mark
Past Performance (Cat2) check mark check mark
Previous Performance Scenarios (Cat2) cross mark check mark
European PRIIPs Template (EPT) cross mark check mark
Access To Online Dashboard cross mark check mark
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Client On Boarding Platform
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Validation Stream Feature
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Chat Function
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Monthly Monitoring And Breach Detection
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Version And Data Archive
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Translations
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Annual update
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