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
ESG Sustainability Reporting: Impacts, Challenges, Benefits
In today's corporate environment Sustainability ESG Reporting its impacts, challenges and the related software systems and tools are pivotal. Let's explore the
SFDR, Taxonomy and EET explained by Marie Niemczyk & Moritz Weigand
Since the beginning of 2023, the SFDR applies to asset and fund managers. Throughout the year, the EU Taxonomy will start showing
Collaboration between Anevis Solutions and Apo Asset Management GmbH
Apo Asset Management GmbH is a reputable German securities institution headquartered in Düsseldorf. The company was founded in 1999 by Deutsche Apotheker-
Automate your reporting now
Get more information about available solutions and pricing.
or call +49-931-466-217-10