WizzInvest
Financial Services
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
Simulation
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
Realization & referencing
