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.
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.)
- 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
Our support team is at your disposal for all problems
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.
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.
- 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.
- 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
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)
- Open system for integration of further documents, data and buy-side services
- In dialogue and close cooperation with customers in Europe
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