Regulatory Fund Document Automation

Update Once.
Propagate Everywhere.

Centralize fund data. Generate compliant documents in minutes. Cut production time by 60–80% across KIIDs, factsheets, prospectuses, and SFDR disclosures.

See How It Works
60-80% Time Reduction
6 Global Offices
15+ Languages Supported
100% Compliance Ready

Manual Processes Don't Scale

If you're managing multiple funds across global markets, you're facing increasing complexity and cost pressure.

Regulatory Convergence

SFDR Level 3, PRIIPs revisions, and EAA accessibility mandates all hit simultaneously. Manual template management cannot keep pace.

Document Sprawl

Each fund data change requires updates across multiple documents: KIDs, factsheets, prospectuses, annual reports, SFDR disclosures. Translation delays compound the problem.

Weak Audit Trails

Spreadsheets and email workflows provide poor version control. Compliance reviews stretch for weeks with no clear audit history for regulators.

Rising Costs

20–35% YoY increase in compliance spend. Teams grow to accommodate manual work. Accessibility retrofitting adds unexpected budget burden.

Store — Use — Deliver

FundHive centralizes fund data once and generates compliant documents across all formats, languages, and channels — with embedded calculations, workflow approvals, and full audit trails.

01

Store

One source of truth for all fund data: NAV, performance, risk metrics (SRRI/SRI), ESG attributes, classification, and fund rules.

  • Single update = instant consistency
  • No data re-entry across systems
  • Centralized SFDR sustainability data
  • Multi-currency & multi-language support
02

Use

Rules-driven document generation with embedded calculations, workflow-driven approvals, and native accessibility compliance.

  • Auto-calculate SRRI, OCF, performance
  • Brand, legal, translation gates
  • WCAG 2.1 AA-compliant PDFs
  • Business rules & validation alerts
03

Deliver

Generate PDFs, regulatory submissions and data feeds in seconds — with full version control and audit trails.

  • Multi-format output (PDF, web, data feeds)
  • Support for multi-language output
  • Platform distribution (FundSquare, WM Daten)
  • Complete audit history for regulators

Why Teams Choose FundHive

Move faster through compliance. Reduce risk. Cut costs. Scale without headcount growth.

Speed & Cost Savings

Reduce document production time from weeks to days. Eliminate manual review cycles. Cut spreadsheet admin and translation delays. Lower headcount dependency.

Compliance & Risk

Centralized data ensures consistency across all documents. Rules and audit trails create audit-ready output. Automated updates enable faster response to regulatory changes.

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Implementation Partnership

Not just software — we help design workflows, migrate existing data, and drive adoption. Global presence ensures local expertise and close-to-client support.

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Scalability

Add funds, jurisdictions, and document types without proportional headcount growth. White-label options available for service providers serving multiple AMCs.

Leading in Automation AND Service

FundHive scores on both automation depth and implementation support — outperforming pure-SaaS and boutique competitors.

⚙️

Automation Depth

"Update Once" logic, embedded SRRI/OCF calculations, rules-driven approvals

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Service & Support

Workflow design, change management, global implementation presence

Workflow Excellence

Brand, legal, compliance, translation gates with transparent audit trails

Accessibility

Native WCAG 2.1 AA compliance without post-production rework

Ready to Automate Your Fund Disclosures?

Book a 15-minute discovery call to discuss your document automation needs, regulatory timeline, and implementation roadmap.