Document & Template Production
Let our service do the heavy lifting on regulatory disclosures
Confluence’s managed service solution allows you to focus on review and validation while we take care of the rest.
Schedule a demo
Comprehensive regulatory coverage
Supports PRIIPs, UCITS, SFDR, and UK-specific disclosure mandates.
Expert-driven approach
Managed service led by specialists who stay ahead of market and rule changes, so you don’t have to.
Efficient workflow integration
Integrates with existing systems and workflows, reducing time to market.
Leverage our end-to-end service
For regulatory document production and data exchange templates.
Match your requirements for data sources, formats, and extracts with our highly configurable data management engine.
Rely on our built-in complex calculation methodologies across key risk, performance and cost metrics with ongoing monitoring.
Automatically apply the processed data and calculations to align to required regulatory document and data exchange formats.
Enable translations and dissemination to specified recipients with our add-on service.
Collect, store and re-use data to your advantage
Customize for your needs
Source/format agnostic and highly flexible regulatory data management adapts via business rules and workflow.
Enhance transparency
Transparent calculations enable visibility into how calculated values were produced.
Automate processes
Managed service supporting end-to-end regulatory document and template production.
Streamline reviews
Full approval workflow and tools to aid in the review of large volumes of documents.
Managed data aggregation
Data is aggregated and integrated from various sources in multiple formats.
EMEA Regulations
- UCITS – KIID
- PRIIPs – KID
- PRIIPs – EPT & CEPT
- MiFID II – EMT & EFT
- ESG/SFDR – EET
- SFDR Pre-contractual Disclosures
- SFDR Periodic Disclosures
- SFDR Web Disclosures
- DC Pensions (UK) – DCPT / FVPT
- FCA COBS 19.8 (UK)
- Cost Transparency Initiative (UK)
- Factsheets
- Prospectus
Related content
Outsource the complexity of regulatory document production
Meet shifting regulatory requirements
Our configurable data management and document production engine handles multiple data sources, formats and calculations. Find out how this could work for you.