A comprehensive and flexible solution for Solvency II reporting

Our solution makes data aggregation, enrichment and dissemination easy and efficient. From composition through to distribution, you can meet your reporting obligations.

A growing solution developed by experts to meet your regulatory requirements

We developed our online platform in collaboration with clients and a leading global consultancy. Our experience as a leader in look-through data allowed us to design an intuitive and agile solution with a blend of automated and manual data validation that reduces risk and improves visibility across your business.

Take complete control of data and reporting for Solvency II

Enriched Tripartite Templates (TPT)

Achieve faster, more accurate reporting with real-world market data that includes the indicative Solvency Capital Requirement (SCR) calculations and multi-layered look-through functionality.

Full visibility

Gain detailed views with data enrichment for security and entity reference data, fixed income terms and conditions, and fixed income analytics.

Robust security

Easily manage permissions in a secure online portal, with a color-coded interface that flags any missing values that could cause compliance issues.

Multi-layered functionality

Explore look-through earnings at fund- and share-class levels for more detailed views of annual performance and a better understanding of funds’ value.

Allocation and risk insights

Leverage our SCR calculation engine for TPT fields 97-105b. The figures provide a clear understanding of asset allocation and associated risk, which transforms the burden of regulation into a revenue-building sales tool.

Comprehensive reporting tools

Access additional reporting templates including Quantitative Reporting Templatesvi (QRT), Lloyds Quarterly Asset Datav (QAD), and Capital Requirement Regulation (CRR) and many more.

Simplified data aggregation, enrichment, and dissemination

Streamline TPT reporting using an online portal.
Set permissions to control who can view your data.
Access multi-layered look-through functionality at fund- and share-class levels.

Run SCR calculations for TPT-required fields.
Use asset allocation and associated risk details to support sales.
Adapt to future regulatory updates.

Stay ready for future changes

Rely on our extensive track record of helping 100+ European firms produce and distribute TPT reports while navigating new regulations. By promoting cross-industry dialogue between asset managers and insurers, we clarify requirements imposed by Solvency II and develop solutions that directly address your most pressing needs. Plus, we actively engage in industry working groups and forums to anticipate and plan for changes so you can adhere to ever-evolving guidelines.

20+

Years of fund data, document dissemination and related regulatory experience

550+

International fund managers utilize Broadridge fund data and services

55000+

Securities enriched each quarter

What's next for your business?

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What's next for your business?

A comprehensive and flexible solution for Solvency II reporting

A growing solution developed by experts to meet your regulatory requirements

Take complete control of data and reporting for Solvency II

Simplified data aggregation, enrichment, and dissemination

Solvency II manager

Stay ready for future changes

Capitalize on our expertise

What's next for your business?