The FinFiles DocLibrary solution is an intelligent and state-of-the-art system that connects to more than 700 issuers of mutual funds and ETFs worldwide.
All available & commonly used legal documents such as KIID, Factsheet, Prospectus, PRIIP KID and (semi-)Annual reports are collected, validated and disseminated through intelligent automated processes or direct action. You choose how you want to integrate the DocLibrary with your own systems to be fully compliant, accurate and always up-to-date. And of course in all relevant languages.
Our dedicated data management team ensures the best support for our customers. FinFiles always strives for a 100% compliant and complete coverage of YOUR investment funds and ETFs.
The dedicated data management team at FinFiles supports you in keeping your document universe compliant and up-to-date for you and your clients.
A combination of manual and automated validation and verifying processes produces a collection of high-quality, accurate legal documents which are always available to you and your clients. As the data team actively maintains the issuer ecosystem and their relationships, we offer pro-active notification if and when legal documentation or data is missing, undelivered or incomplete.
Use a programmatic connection to the DocLibrary database to plug your data to your intranet, your public website or a mobile app. Your investors, customers, employees, advisors will be able to see the data without leaving the comfort of your environment.
Easy to implement, flexible and highly performant, the API can be used to implement as many variants of the library as you need - filter by document type, date, language or any other field.