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vwd template manager


Digitisation of regulatory requirements.

At a glance

More than a software for document creation and pure template management! With the vwd template manager you can use our experience and our modular service offer for automated document creation, data provision and key figure calculation.

As part of the vwd platform services, the template manager is always adapted to your individual process steps. You select the service components such as key figure calculation, market data and desired document types for the automatic creation and distribution of documents.

Your benefits

      • Everything from a single source: master and price data, key figure calculations, document creation, interfaces and distribution
      • Powerful and reliable: experienced service provider for the financial industry across all target groups
      • Technologically experienced: over 100,000 document retrievals, 500,000 document generation, 1,000,000 regulatory calculations daily
      • Certified services and experienced outsourcing service provider according to EU standards for the banking industry in Germany and Switzerland
      • On an equal footing: as a member of DDV and BVI, the vwd provides significant support in establishing market standards and takes the standards of the association into account in product development

      The vwd template manager is part of our modular platform services and enables the simple creation and administration of regulatory documents such as product information sheets (PIBs), basic information sheets (PRIIP-KIDs) or the creation of final termsheets and all documents relating to your individual products and their presentation.

      By combining individual platform components and a central database, we offer you a tailor-made solution for your individual process landscape. From the individual module for the automatic creation and administration of documents to the full PRIIP-service, we serve your requirements from a single source.

       

       

      Read more: Standard Life Germany - industry pioneer with the PRIIP solution from vwd

       

      Service features

      • Consistent data basis and central data storage across all document types
      • Established calculation logic according to regulation or on the basis of market standards (DDV/BVI)
      • Comprehensible user interfaces (German/English)
      • Intuitive and workflow-based user guidance
      • Individual process and release design (4-eye principle)
      • SaaS application with browser-based access risk indicator (SRI, PIA for insurance)

       

      Document diversity

      • Basic information sheets according to PRIIP regulation (PRIIP-KIDs)
      • Information sheets according to WpHG/WpDVerOV (PIB)
      • Basic information sheet according to FIDLEG (BIB)
      • UCITS-KIIDs or PRIIP-KIDs for funds
      • Individual product information, factsheets and product portraits
      • Termsheets, brochures etc.
      • Presentation documents (PowerPoint etc.)

      Contact

      Any questions?

      Our Regulatory & Calculation Solutions team will be happy to answer all your questions about the vwd template manager.


      Telefon: +49 69 50701-288
      E-Mail: regulation(at)vwd.com

      Headquarter

      vwd Vereinigte Wirtschaftsdienste GmbH
      Mainzer Landstrasse 178 – 190
      60327 Frankfurt am Main

      Phone: +49 69 50701-0
      E-mail: dialogue(at)vwd.com

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