Do you need to produce reports or PDFs automatically, perhaps integrating data across your organisation?
We can use your current data, or we can help you streamline a better data delivery.
With Porter you swiftly create
- financial reporting required for regulatory compliance, such as Annual, Semi-annual, Quarterly, ESG reports
- public documents issued by governments and municipalities
- inhouse reporting, reports to investors or LPs
- specialized regulatory reporting like SFDR, PRIIP KIDs, portfolio reporting, etc. for companies with financial products
- Basically any recurring and cumbersome customized reporting
…all while following strict presentation requirements, branding and making the PDFs accessible.
PRIIP KIDs are Key Information Documents for Packaged Retail and Insurance-based Investment Products. They come in several forms, eg. precontractual and periodical, as stipulated in the EUs RTS (regulatory technical standard). We automate the monthly and yearly reportings.
SFDR, Sustainable Finance Disclosure Regulation is part of a growing set of ESG (Environmental, Social and Governance) regulation aimed at bringing more transparency and awareness to the financial services sector. We automate these and other ESG reportings as well.
We can also help with iXBRL production. With ESEF (European Single Electronic Format) the EU is making iXBRL (eXtensible Business Reporting Language) the new standard for EU business reporting (as well as US, UK etc).
Porter is
Fast. Once setup, your big report is ready in minutes.
Repeatable. Update with new data files, done.
Beautiful and consistent. Reports look great every time, with graphics, tables, graphs all supporting your brand look.
Convenient. Finetune each year as needs and regulations evolve. Translations included. See what has changed to make sure nothing else has. Collaborate. Custom solutions.
The future. Let machines do the tedious work.
Compliant. Accessible to WCAG and EAA standards. Any output formats you need (Print quality PDF, web, iXBRL, XML, custom…).
Bring the data you already have
You can use a wide variety of deliveries like Word, Excel, XML, JSON, databases… Bring us the data you already have, and tell us what you need to automate. Porter can turn any data into a beautiful and trusted report.
Talk to us
If you are still doing reports the old way, you should consider becoming our customer.
You will save a ton of work and wonder how on earth you did this manually before. And you will sleep well, knowing that your data is safe, correct and easy to update.
