Donnelley Financial Solutions (DFIN)

Satisfy regulatory requirements worldwide, all from one place.

The Challenge

In an evolving regulatory environment the cost and complexity of managing fund disclosures has never been more.

The Solution

DFIN’s FundSuiteArc platform can power your regulatory book of record (RBOR). RBOR is a “golden source” of all of your global regulatory data.

 

Our multi award winning software specialises in the end-to-end data management and automation of regulatory reporting (including MiFID II & PRIIPs), fund document management (prospectus, UCITS KIID, PRIIPs KID, factsheets) and fully automated financial reporting.

 

ArcRegulatory – A global regulatory platform for managing European regulatory requirements — fully supporting PRIIPs and MiFID II, DCPT, CTI and transaction cost reporting for asset managers and insurers.

 

ArcPro – A global content management platform for a wide range of fund documents including prospectus, guides, key features and policy documents.

 

ArcReporting – An end-to-end global financial reporting platform with fully automated financial statements, portfolio holdings, tolerance checks, audit trails and fully formatted typeset output.

 

ArcDigital – digital content delivery made easy with an intuitive self-service store front to manage your multi-channel distribution.

 

Professional Services – bespoke professional services for UCITS KIID, PRIIPs KID, factsheets, shareholder mailings, ESEF iXBRL reporting, typesetting, print and more.

The Importance

Never before has it been so important to select the right partner with dedicated service teams, a global support network, industry expertise all powered by our award-winning software solutions.

 

We pride ourselves in being a trusted “one-stop shop” partner for all your regulatory and compliance needs.

Next steps

If you would like to understand more about how we can help you and/or to arrange a system demonstration, please reach out to Colm Carey (Sales Director, Global Investment Companies).

Email: [email protected]

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