Banks
In the midst of constant change we offer banks the option of concentrating on their core competencies. We offer you the possibility of individual solutions, tailored to you, and support you with the fulfillment of legal requirements as well as the creation of marketing documents.
Receive individualised and automated factsheets which display your product data up to date and tailored to the needs of your investors.
You can supplement these with individual analyses and detailed reportings to appeal to (semi-)institutional investors.
Display your fund data on your website with the help of website widgets. Use this option to integrate and host any document you wish on your website.
Use the automated updates of your sales presentations to always keep your clients up to date.
This way you have the option to synchronise your data in between website and presentation.
Present your sustainability strategy to your investors by using individual ESG-Reportings and work out a well-balanced marketing and sales document with our team.
We support you with the fulfillment of the requirements set by the UCITS IV-regulation of the European Union and take on the creation and distribution of the necessary Key Investor Information Documents (KIID).
Anevis Solutions takes on the creation of the Key Information Document (KID) for Packaged Retail and Insurance-based Investment Products (PRIIPs), which is necessary in Europe.
Equivalently, Anevis Solutions supports Swiss banks with the implementation of the FIDLEG law, which requires a basic information sheet (BIB).
Use this option to integrate all necessary documents like (bi-)annual reports, prospectuses, investor notices, UCITS KIIDs (key investor information documents) or PRIIP KIDs on to your website.
Latest Articles
Collaboration between Anevis Solutions and Salm-Salm & Partner GmbH
Salm-Salm & Partners is an independent asset management company and a specialist in convertible bonds and sustainable investments. Since its founding 30
ESG-Reporting under the microscope: Interview between Johannes Hauptmann and e-fundresearch
Johannes Hauptmann, CEO of Anevis Solutions, discussed with e-fundresearch the developments of ESG fund strategies. Where does ESG-Reporting currently stand? What does
ESG – Reporting Part II EU-Regulation
Based on the Paris climate agreement and agenda 2030 from the United Nations, an EU action plan for a sustainable finance system
Automate your reporting now
Get more information about available solutions and pricing.
or call +49-931-466-217-10