Buyside Cockpit

Documents - complete, correct, all in one place – for sure.

The Capmatix Buy-Side Cockpit is a high quality document supply service that provides all relevant documents to the European Buy-Side. A broad coverage on documents required by regulation, but also documents generally required at the point of sale plus in-house marketing documents can be integrated in the service.

BASIC OFFER

Documents and data:

  • We collect PRIIP KIDs, FinSA BIBs as well as EMT, EPT for the target market and ex-ante and ex-post cost determination from all relevant issuers and derivatives exchanges
  • We generate certified German law compliant product information sheets (Produktinformationsblatt, PIB) and PRIIP- compliant KIDs for up to ten standard OTC derivative types
  • We archive all documents and data downloaded by you for at least ten years from the time of retrieval
  • We integrate any external or internal document into the Buy-Side Cockpit for you (UCITS KIID, Research, FactSheets, etc.)

System:

  • The service runs as SaaS in the Microsoft Azure Cloud (24/7) as a browser-based web service and/or as an API in your own application

Service Desk:

  • Our support team is at your disposal for all problems

 

Features

Content

The Capmatix Buy-Side Cockpit provides you all the documents required for the sale of financial instruments.

Review and scope

We check for you whether the documents are available, up-to-date and correct in content. We cover all asset classes and all document types - including your own.

Archiving

A central cloud-based archive saves all of your retrieved documents and data.

Documents & Data in scope

PRIIP KIDs, UCITS KIIDs, PIB, FinSA, BIBs, prospectus, supplements, final terms, EMT, EPT, funds reports, research, ratings, ESG data.

 

PREMIUM SERVICES:

BestCoverage:

  • Your product universe is our commitment
  • With the BestCoverage option, we ensure that your product universe has maximum coverage of the required documents.
  • We actively take care that the gaps are closed regularly - also in case of changes - and you will receive a monthly report.

Helpa_!:

  • The Helpa_! Support Team takes immediately care of your issues, no matter if you need a special document or you just have a question about the service.
  • Your service is monitored and in case of errors we actively look for a quick solution.

LPA KID Passport:

  • Use the right KIDs. We use special processes and check every PRIIP KID thoroughly and issue a certificate.
  • We analyse MiFID target market data for you and check PRIIP data for plausibility and detect inconsistencies

 

Your benefits

Time and cost savings

  • All document types for all financial products in one system (One-Stop-Shop)
  • Cost control and Best Price Guarantee

Reduced risk of error

  • High quality data and documents
  • Verified coverage, availability and content accuracy

Pleasant and easy working

  • Modern, easy-to-use user interface (and API)

Future-proof

  • Open system for integration of further documents, data and buy-side services
  • In dialogue and close cooperation with customers in Europe
Product and service specifications
Database
• MS SQL Server
Language used
• C#
• HTML5
• Python
Operating system
• Windows 2012
Pricing structure
• Subscription-based
User interface
• Web