WizzInvest's offer for Management Companies

Need to streamline your business processes?

More and more requests for regulatory reporting to your customers: TPT, EET etc? How to simplify the dissemination of these reports? More needs on ESG?

Production of regulatory reporting

WizzInvest produces regulatory reports for your clients on your funds:

  • FinDatEx reporting: TPT (Solvency 2), EET (SFDR), EPT (PRIIPS) and EMT (MiFID)
  • Basel 3/CRR2 reporting
  • Prospectus
  • DIC PRIIPS
  • Pre-contractual document SFDR

Distribution of your reports to your customers

In addition to producing your reports, WizzInvest offers you its platform for the distribution of your client documents:

  • Dissemination of reports
  • Audit trails
  • Historisation of documents distributed

Simulate your funds

WizzInvest's Saas platform allows you to run simulations on your funds:

  • Allocation (asset class, country, sector, currency etc)
  • Analytics (duration, sensitivity, delta etc)
  • SCR Market, with details of each risk pillar
  • CRR2 ratios

X-Fi, the extra-financial offer

WizzInvest takes care of everything, from data management to final reporting:

  • Management of the ESG referential
  • Calculation of ESG indicators
  • Compliance monitoring
  • Reporting - client and regulatory
Contact WizzInvest