At Performativ, our mission has always been to help wealth managers operate with greater efficiency, confidence, and compliance. In response to the heightened requirements of sustainable finance regulations, we established a partnership with Qvonto, a leading regulatory technology provider, to offer clients access to fully automated reporting on the Sustainable Finance Disclosure Regulation (SFDR) and Packaged Retail and Insurance-based Investment Products (PRIIPs).

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Simplifying Regulatory Reporting at Scale

This partnership enables Performativ clients with access to Qvonto’s solution for generating regulator-ready documentation without the time-consuming and error-prone burden of manual processes.

Whether it’s SFDR reports, PAI tables, EET files, or PRIIPs KIDs, Qvonto enables organizations to produce compliant documents in just a few clicks. With features like AI-powered translations into 24+ languages, seamless ESG data integrations, and no IT implementation required, setup is fast and disruption-free.

“This partnership reflects our dedication to equipping wealth managers with the tools they need to meet regulatory demands while keeping their focus on what matters to them most - delivering long-term value to clients.” – Christian Lindvall, Global Commercial Director, Performativ

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What This Means for Performativ Users

With access to Qvonto, Performativ users unlock a range of benefits:

• Automated production of all SFDR and PRIIPs documents
• Alignment with evolving EU regulations and templates
• Full audit trails and document versioning
• Significant time and resource savings
• Multi-language support for cross-border compliance

Qvonto helps ensure every document is accurate, compliant, and delivered on time, reducing operational risk and administrative workload.

“We’re proud to join forces with Performativ to make regulatory compliance effortless for wealth managers. Our shared mission is to simplify operational obligations and processes without compromising quality, and this partnership does exactly that.” - Christian W. Lysholm, Managing Partner and CCO, Qvonto

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A Timely Partnership

By June 30, Financial Market Participants (FMPs) and Financial Advisors must submit their annual PAI tables under SFDR. Until now, Qvonto has helped organizations across Europe produce over 25,000 approved reports, all with a 100% acceptance rate. Performativ clients are already using the solution in production to meet regulatory requirements, including the submission of PAI statements and SFDR reporting.

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Glossary:

• ‍SFDR: Sustainable Finance Disclosure Regulation
• PAI: Principal Adverse Impact
• EET: European ESG Templates
• PRIIPs KIDs: Packaged Retail and Insurance-based Investment Products Key Information Documents