Datia's Product Updates - February 2025

Our team has been working endlessly to present the latest addition to the Datia Platform - introducing the Periodic Report Solution. This newest module will save you time and manual work, allowing you to automate the creation of periodic reports, with structured data extraction, and pre-configured templates to produce accurate, consistent reports across multiple funds.

Stay compliant and have a look at the Periodic Report solution below:

Periodic Report Solution

Here's what you can expect:

• Export Periodic Report: Automate the creation of Annex IV & V periodic reports with pre-configured templates.
• Compliance Assurance: Ensure all periodic reports meet SFDR Annex IV & V regulatory standards.
• Scalable Reporting: Generate periodic reports across multiple funds and portfolios.
• SFDR Data Integration: Integrate Taxonomy, PAIs, and Sustainable Investments, enabling deeper sustainability insights.

Want a sneak peek of the Periodic Report Solution including the final Periodic Report export? Get in touch with our team for a full demo.

New Feature on the Platform

• Product Refresh Feature: Refresh data to the latest information available so that your calculations stay up-to-date.

Do you want to learn more?

• Visit our website to read more.
• Looking for a regulatory overview of the Periodic Report? Watch our latest Webinar - Simplifying SFDR Compliance: Your Roadmap to Periodic Report & Platform Demo.
• Want a personalized demo of the Periodic Report solution? Our team would be happy to run you through a session. Click here or on the button below to book a meeting.