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
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.
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
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