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“Sovereignty Means Being Able to Change Course” – A Conversation with Manfred Beckers
Digital sovereignty in finance: Manfred Beckers discusses cloud dependencies, DORA, exit strategies and maintaining the ability to adapt.
Compliance
Your Disclosure Management:
Twice as Fast. With Fin RP.
Fin RP is the cloud solution for your financial reports, investment committee materials, ESG annexes, and fund prospectuses.
Create financial reports, such as annual reports, and investment committee materials for securities, real estate, and private equity funds—simply and efficiently. The highly automated process significantly reduces the manual work involved in report production. With one click, your reports are ready for final output in your corporate design—tailored to investors, supervisory authorities, and publication platforms.
Multiple target languages and the easy involvement of external contributors enable efficient teamwork. As a software-as-a-service solution, the application also provides reliable operations at a low operating cost. This helps you produce financial reports on time, cost-effectively, and with a fully auditable process.
Fin RP Use Cases
Annual, semiannual, quarterly, and monthly reports
Meet your disclosure obligations on time through an efficient, platform-based report production process with a complete audit trail. Data from multiple master data systems is automatically consolidated and validated, including ESG data for your annual reports.
Multiple team members can collaborate on and edit the current document simultaneously. The entire report production process is clearly mapped and documented end to end, with a complete audit trail.
Once the data has been approved, start automated layout generation in your individual corporate design. With Fin RP, this takes minutes—not days or weeks. Have auditors review and sign off on your reports directly in the system before publication—with no media breaks and no delays. Fin RP produces your financial reports not only as PDFs but also directly in XML format for easy, cost-effective publication in the Bundesanzeiger.
Standalone ESG section
Create a separate ESG file at the fund level from your data set for digital publication. When material changes are made to ESG metrics, update the data set and generate an updated PDF document. Fin RP’s versioning functionality makes every change transparent and traceable.
Investment committee reporting
Create engaging presentation materials for investment committee meetings in PPT format. Instead of the usual approach—“Everyone puts their own presentation together manually”—work collaboratively on a shared platform. Data from multiple sources is consolidated and quality-assured through implemented business logic.
Contributors can download the materials, make changes, and upload them back to the platform for the next editing or approval step. Your design specifications are stored in the system and can therefore be reproduced reliably.
Automation reduces recurring manual work, while the platform provides full transparency into changes, additions, and approval activities at all times.
Investment committee minutes
After the investment committee meeting, create the meeting minutes directly from the reporting data set. Add written explanations and meeting outcomes, then generate the minutes as a PDF that is automatically sent to all meeting participants.
Pre-contractual information
Automatically consolidate your data on sustainability risks and the impact of investment decisions on sustainability factors in your pre-contractual information.
Fund prospectuses / fund regulations
Create your fund prospectuses in PDF format from your data set and update your documents whenever needed. Every version is fully traceable. For existing customers, create a document containing only the updated sections; for new customers, generate a complete document with the latest content.
PRIIPs KIDs
Create the Key Information Document (KID) in PDF format with the essential investment information for your investment products (Packaged Retail and Insurance-Based Investment Products), including all required regulatory content from your data set. Read Catella’s customer story to learn how Catella now uses Fin RP to automate fund prospectuses and PRIIPs KIDs as well.
Factsheet
At the click of a button, compile the key information about your investment products from your data set into PDF factsheets—and update them whenever needed.
Your Benefits at a Glance
- Lower process costs through a SaaS solution and reduced external design costs.
- More capacity: Our customers report that they can handle four times the volume with the same staffing levels using Fin RP.
- Greater speed through automation, scalability, and one-click layout generation –a high-performance production process even for large data volumes.
- Greater transparency through a clear dashboard, status overview, deadline tracking, and an automatic audit trail.
- Greater security through a fully auditable process
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