Meeting SFDR and PRIIPs requirements does not need to be complex, manual, or resource heavy. Through Performativ’s partnership with Qvonto, clients can access a fully automated, end-to-end solution for SFDR, PAI, and PRIIPs reporting, all delivered through a single, purpose-built platform.

The partnership is designed for wealth managers and asset managers who want to reduce operational burden while maintaining accuracy, consistency, and full regulatory compliance.

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Automated Reporting, Ready from Day One

Performativ clients can be onboarded immediately. Once access is activated, users receive a welcome email and video walkthrough, allowing teams to start producing regulatory reports without lengthy setup or IT implementation.

Qvonto provides the most automated reporting solution on the market, including:

• Fully integrated ESG data via established agreements with leading ESG data providers
• An advanced analytics engine calculating more than 200 ESG metrics
• Automated population of regulatory documents with data, charts, tables, and standardized regulatory text
• Templates that are continuously updated to reflect the latest regulatory requirements

This allows teams to move from raw data to regulator-ready documentation in just a few clicks.

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Built for Scale, Accuracy, and Audit Readiness

Qvonto supports reporting across entities, products, and markets, making it well suited for firms operating across borders or managing multiple structures.

Key capabilities include:

• Document templates available in multiple languages
• One-click translations of company texts, charts, and tables
• Centralized document management with full version history and audit trails

By relying on a single data foundation and automated calculations, firms significantly reduce compliance risk and eliminate inconsistencies across documents, templates, and language versions.

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Reduce Manual Work, Risk, and Cost

Replacing manual workflows with one automated reporting system delivers immediate operational benefits:

• More than 90% reduction in manual tasks related to report production
• Fewer errors and lower compliance risk
• Predictable and competitive pricing per document, including both reporting and ESG data

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Be Ready for the Upcoming SFDR Deadline

With the next SFDR and PAI reporting deadline approaching, now is the time to finalize reporting requirements. The Qvonto solution is already being used by Performativ clients in production, supporting timely and compliant submissions to regulators.

Get started today to ensure full compliance ahead of the June 30, 2026, SFDR deadline.