TRUSTED PARTNER FOR THE INVESTMENT INDUSTRY

Software solutions for Client reporting, Document & Information Management and (Financial) Webportals.

Products & Services

FinFiles is a trusted software and data partner for many of the larger actors in the Dutch investment industry. Find out more about our products and services.

FundScreener

For the publication of information about mutual funds, ETFs and index funds, FinFiles has created the FundScreener. The FundScreener allows advisors and investors alike to screen fund data, compare funds and make PDF snapshots with up-to-date data. The FundScreener can be modually modified to fit your needs and can be integrated completely in your brand style.

Document management

With our document management system and database we provide wealth managers, investors, advisors and prospects with the most complete, up to date documentation of investment products. PRIIP KIDs, KIIDS (UCITS), prospectuses, monthly factsheets and (semi)annual reports are amongst the most used documents in our universe.

Online Wealth Management

Online wealth management as a complete package; connect to custodian banks, manage your clients and their portfolios, create a responsive client portal. All in one product suite. Read more

Consulting

Our experts offer in depth consulting services related to Process automation, Data & Document Management, Digital Strategy, Online presence, and omni channel strategy for Asset Managers, Wealth Managers and Pension funds

Document Services

With the upcoming regulation of MIFID II and PRIIP KIDs, availability of current investment product documentation is becoming increasingly important. Managing such information usually takes a lot of time and effort, increasing substantially for larger universes. To help distributors solve this problem, FinFiles has developed state of the art software that, in combination with expert database managers, provides the highest possible level of accuracy. As we manage this system for many different clients, we can keep the cost relatively low and the quality best of class. Use our standard software to publish the documents, or simply use our APIs to connect your existing systems to our database.

Over
100.000
active products
Coverage
92%
Dutch (PRIIP) KIDS

PRIIP KID database

On the 9th of november 2016, the European Commission announced that the PRIIP KID regulation has been postponed to be effective as of January 1st 2018. As of this date, asset managers and distributors of Packaged Retail Investment and Insurance Products (PRIIPs), are obligated to provide their clients with an up-to-date document containing the basic relevant information about every PRIIP. 
The lay-out and content are dictated by regulation related to MIFID II. UCITs products benefit of the transitional pardon laid down in the regulation, by which they will have two years time extra to implement this canvas. 

FinFiles was already able to provide all the required documents before January 2nd 2017; we have 98% of the Dutch market and close to 90% of the European market covered, and additional instruments will be added shortly. If you are looking to plan a solution for PRIIP KID distribution on time, please feel free to contact us.

Feel free to contact us at any time to make an appointment with one of our experts or for a demo of one or more of our products and services.

Contact us

Call us, schedule us to call you back or stop by our offices for more information.

Phone

088 1111 400

Address

Burgemeester Reigerstraat 89

3582 KP Utrecht

The Netherlands