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Providing investors with critical information is not just good service. It’s a regulatory requirement. We understand the challenges of managing Key Information Documents and make the process easy, efficient and reliable — from composition to distribution and web-based access for investors.
UCITS KIID Services
PRIIPs KID SERVICES
Purpose-built data collation, automated production and dissemination of the PRIIPs KID.
UCITS KIID Services
Comprehensive KIID outsourcing solution with pro-active management, professional expertise, cost-effective processes and rigorous evidential control systems.
Asset Management Solutions
The future holds amazing opportunities – for those who can embrace this changing world of investor preferences – regulatory needs – and low returns.
How will asset managers unlock greater potential and engage customers in new ways?
It starts with re-thinking the way you operate – by opening your mind to the possibilities of technology – by focusing on your core strengths and investment strategies – then choosing the right partners for everything else.
What if you could create operational alpha – to manage risk – and to lower your costs?
What if you could streamline your middle and back office leveraging a single, operational technology platform that manages everything from portfolio management to reconciliation and billing?
Or service your clients the way they want, when they want – using the latest digital cloud communications and predictive analytics?
Asset Managers rely on our technology and expertise to help them scale so they can confidently adapt to changing market conditions in the future.
Everything we do is for one purpose – to help you adapt and be ready. Ready for next.