Comprehensive KID generator for PRIIPs – generating reports and calculating computational indicators.
Three innovative collaboration models from full outsourcing to API data generation
You need a KID for each of your products.
Use our automated generator!
PRIIP key data calculation, distribution and document management all in one place
Key product features
Save time by fully automating KID generation processes
Automatic creation of KID documents on demand throughout the product lifecycle
Automatic creation of KIDs for PRIIPs with calculated key risk and return values and other static and dynamic content
Automatic collection of data from the client
Reports available in Word and PDF formats
The application works in the SaaS (Software as a Service) model and gives full process outsourcing capability
Communication integration capabilities via SFTP and API
Archiving of created KID documents for 10 years
Automatic e-mail distribution of documents according to designated roles
Ensuring branding on documents
Availability of generated KIDs in multiple languages
Ability to edit document descriptions
Document approval process
Full change history logging to KID documents
The KID service for PRIIPs is available in three flexible collaboration models
We prepare the entire process from scratch: descriptive content, periodic updating of KID documents for each investment product. The whole process is carried out using our own IT tools and analytical resources designed for this purpose.
Includes automatic generation of KID documents based on content provided by the client. The investor is responsible for providing a template of documents with the content of the product description. We, on the other hand, take care of the calculation and automatic generation of the final KID document.
Calculation support - "Calculation Engine" service
"Calculation Engine" is a service implemented through a dedicated API, through which the client receives a set of numerical data (in real time). Based on such calculations, it updates the KID independently and on its own.
Fixed subscription to update KID documents and 18 KID updates per year
The subscription fee depends on the number of funds and the number of share classes to be upgraded
Independence from the frequency of KID changes
State-of-the-art methods for calculating KID quantitative measures for PRIIPs
Flexible cooperation in 3 operational models
You will save time and costs that you would have to spend on independent activities
Sample Questions & Answers